Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing Northhaven@colonialfirststate.com.au;

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^	It is the Northhaven Wrap account number.	Account Number: 211020192
   Product	Set to "Northhaven Wrap"	Northhaven Wrap

   ^ This feed requires the platform account number as Account Number. Please see below on where to find this information.
   
2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.

If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. The resulting duplication can be challenging to correct.

Authority Process

1. The Adviser is required to send an email to: 
   Email: Northhaven@colonialfirststate.com.au
   With the following text:
   
   Dear Northhaven Service,

   Can you please set up the data feed to Class Super for the following Adviser:

   Adviser Name	Adviser ID
   ...................	..........................

   Should you have further questions, please do not hesitate to contact us.
   Kind Regards,
2. The adviser will then receive an email confirming their registration and Adviser ID.
3. 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.

4. Change the status of the feed to "Waiting on Provider"

Note: The data is expected to start loading automatically within 10 business days.