Feature Summary

^An investment code must be added for each cash account. Refer to Crestone 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 Crestone Portfolio account number. Format: 9 digits leading with "3".	Account Number: 300896123
   Product	Set to "Crestone Wealth Management"	Crestone Wealth Management

   *You must use the Portfolio Number as illustrated here. Using the Account Number will not work.

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.

If all the relevant holding accounts are not linked the system will create new investment accounts which could cause duplication of investment accounts that can be challenging to correct.

   Authority Process

1. In the Data Source section, click the "Generate" button. Class will generate the authority form.
2. Print the Authority Form. Crestone requires that your business adds the details of at least one authorised contact. Please manually complete Sections 2 and 2.2 of the form. Sections 2.3 and 2.4 should be left blank.
3. Arrange for the account holder to fill in the date, name and signature with wet-ink on the form.
4. Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider."
5. There is no need to send the Authority form to Crestone Wealth Management. Class will forward the form to Crestone automatically once it is loaded.

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.