Feature Summary

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 Implemented Portfolios account number. The account number convention 3 alpha followed by 5 numeric characters.	Account Number: AAA12345
   Product	Set to "Implemented Portfolios"	Implemented Portfolios

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

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

Authority Process

1. Download the Implemented portfolios.pdf
2. Print the Authority Form and arrange the Adviser to complete and sign the form.
3. Email the signed form to info@implementedportfolios.com.au.
4. Change the status of the feed to "Waiting on Provider"

You can expect data to load automatically within ten business days.