Introduction

This article outlines the steps to load a file received from Netwealth.  The adviser must email datafeedsupport@netwealth.com.au and request a manual CSV file from Netwealth.

Prerequisites

Ensure the Fund is Active

Navigate to Fund Level > Feeds > Feeds Console 

Ensure the:

• Holding Reference is Active
• Display Name is entered
• Product has been selected, if not automatically assigned
• Account Number has been entered correctly
• Manually Imported is selected
• Ensure all the relevant Holding Accounts are ticked

Load the Data

This file can either be loaded at a Business or Brand level using the Load Data File page.