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 |
N |
Y |
N |
N |
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 Politis Investment Management platform account number.
Account Number: 1812345
Product Set to "Politis Investment Management"
Politis Investment Management - 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
- The Adviser is required to contact Politis to require this feed to be activated.
Email: dealergroupsupport@politis.com.au - Under Configuration set up in Class, select the adviser from the drop-down.
If the adviser code has not been entered refer to How to enter Adviser Authorities in Class to add the adviser code.
- Change the status of the feed to "Waiting on Provider"
1. You can expect data to load automatically within ten business days.
Symbol | Description |
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Supported |
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Not supported by Class |
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Not supported by Provider |