Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing servicedesk@fiig.com.au
^This feed supports Term Deposits. Refer to How to set up Term Deposits for FIIG. If you do not set up your holdings in the correct manner your data feed will not work.

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 FIIG Securities account number. Format: 10 digits	Account Number: 2001234567
   Product	Set to "FIIG Securities"	FIIG Securities

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 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. The authority form will be generated.
2. Print the Authority Form. Arrange for the account holder to complete Section 2 of the Authority Form.
3. Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
4. Send the signed form to: clientservices@fiig.com.au

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.

Accounts Not Supported

• On-Call Accounts

Additional Information

• Electronic signatures are not supported.
• This feed only provides Term Deposits or Fixed Income Securities.