Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
Y |
N |
N |
N |
N |
N |
Y |
*This feed only supports history on initial activation.
The RateSetter feed is different from normal platform data feeds in that it only supports the attached peer-to-peer loan investments as a single custom holding account asset.
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 It is the RateSetter account number.
Format: 2alphabet followed by 8 digits
Do not include the Dashes "-" in the account number
Account Number: KB90123456
Product Set to "RateSetter Lending Platform"
RateSetter Lending Platform
- 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
Account Holder Authority
Adviser Authority
- The account holder can log in to the RateSetter web site and enable the Class feed directly:
- Change the status of the feed to "Waiting on Provider"
- The adviser should complete the form at the following website:
http://www.RateSetter.com.au/class/client-datafeed-request - RateSetter will contact the affected account holders and enabled the data feeds for the Adviser.
- 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"
The data is expected to start loading automatically within 10 business days.