All active JBWere accounts were migrated to Praemium. For any new activation requests, please follow the Praemium V-Wrap v2 user guide. When reaching out to the JBWere adviser be sure to request a Praemium data feed rather than a JBWere data feed.
IMPORTANT: Migrated JBWere feeds will have a do not load before date entered which protects against transaction duplication. If you need to remove that date please contact Class Support for guidance.
The feature summary below is for historical reference only.
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 |
Y |
N |
Y |
N |
Y |
^An investment code must be added for each cash account. You can find the code on the JBWere Portfolio Valuation Statement. Refer to How to link Multiple Cash Accounts to a Feed to link multiple cash accounts.
| Description | |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |