Feature Summary

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 DNR Capital account number. The account number convention is a leading "P"followed by 5  nummeric characters.	Account Number: P12345
   Product	Set to "DNR Capital"	DNR Capital

2. Tick each checkbox to ensure that you link existing holding accounts related to this account under the Holding Accounts section.

If all the relevant holding accounts are not linked the system will create new investment accounts. This can result in duplicate Investment accounts which are difficult to correct.

Authority Process

1. Please have the Adviser contact their DNR Capital relationship manager and requestthem to activate a Class data feed. The process requires authorisation at the Dealer Group and Adviser level before data can be sent.

   The Dealer Group is required to sign an EPI User Agreement
   The Individual Adviser is required to acknowledge the user agreement by signing a Deed Poll, or EPI Registration form.
   
   For enquiries, contact Client Services on: (07) 3229 5531

2. Under Configuration set up in Class, select the adviser from the drop-down.

   If the adviser name does not appear, refer to How to enter Adviser Authorities in Class to add the adviser name and code.

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

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