Feature Summary

^An investment code must be added for each cash account. Refer to LGT cash code.
#If using electronic signature, please read Additional Information.
*This feed only supports history on initial activation.

Additional Products Supported

• Avaloq

Configuration Process

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform  Feed 

1. Enter the account information as per the statement:

   Field Name	Field Description	Example
   Account number*	This is the LGT portfolio number. The account number convention is  9  numeric characters leading with "3".	Portfolio Number: 300896123
   Product	Set to "Crestone Wealth Management"	Crestone Wealth Management

   *You must use the Portfolio Number as illustrated here. Entering what LGTrefers to the as the account number will not work.

2. Tick each checkbox to ensure that you link existing holding accounts related to this account under the Holding Accounts section.

If all the relevant holding accounts are not linked the system will create new investment accounts. This can result in duplicate Investment accounts which are difficult to correct.

   Authority Process

1. In the Data Source section, click"Generate"to create the authority form.
2. Print the Authority Form. 
3. Have the account holder complete the name,date and signature in wet ink unless using DocuSign.
4. Click "Upload"to upload the authority form. The feed's status will update to" Waiting on Provider".
5. You do not need to send the authority form to the Provider. Class will automatically forward it to the Provider.

1. You can expect data to load automatically within ten business days.
2. Authority forms dated 90 days after signing are not accepted by the provider.
Please upload a newly signed form.

Additional Information

• Only DocuSign electronic signature is supported. You must attach the certificate of compliance alongside the authority form to allow the provider to verify the signature.
• The External Party (accounting practice) name on the authority form is automatically generated from the brand name in Brand Details.