The feed is currently stopped, and we are working with the provider to update it at the earliest.
Feature Summary
Daily Cash Data^ | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statements | History |
Y |
Y |
N |
N |
Y |
N |
N |
N |
^This feed supports multiple cash in AUD only. Refer to How to link Multiple Cash Accounts to a Feed to link multiple cash accounts.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Elston account number.
Format: 7 digits
Account Number: 1234567
Product Set to "Elston"
Elston - 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
- In the Data Source section, click the "Generate" button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to fill in the date, name and signature with wet-ink on the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
- Send the original form to:
Elston Pty Ltd
Elston House, Level 5,
850 Ann Street
Fortitude Valley Qld 4006
Note: The data is expected to start loading automatically within 10 business days.
Please note that this provider doesn't accept digitally signed forms.
Symbol | Description |
---|---|
|
Supported |
|
Not supported by Class |
|
Not supported by Provider |