Feature Summary

^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 

1. Enter the account information as per the statement:

   Field Name	Field Description	Example
   Account number	This is the Elston account number. The account number convention is 7 numeric characters.	Account Number: 1234567
   Product	Set to "Elston (EPI4.2)"	Elston (EPI4.2)

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. In the Data Source section, click "Generate" to create the authority form.
2. Print the Authority Form. 
3. Have the account holder to fill in the date, name and signature using wet ink.
4. Click "Upload" to upload the authority form. The status of the feed will update to "Waiting on Provider"

5. Send the original form to:

   Elston Pty Ltd
   Elston House, Level 5,
   850 Ann Street
   Fortitude Valley Qld 4006

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