This article will guide you through how to use the feed products tab of the Excel Fund Loader. This tab is where you can enter any or broker and wrap account numbers for data feed purposes.
This tab is applicable for all Entities
- This column will validate the data entered for the row
- Enter the Broker/Wrap account number here
- The Wrap/Broker product should be selected from the drop-down menu
To add the product in the investments tab, you just need to enter in the Broker/Wrap account number per step 2
Enter in your Cash accounts.