This article outlines the steps to load a file received from Netwealth. The adviser must email email@example.com and request a manual CSV file from Netwealth.
Ensure the Fund is Active
Navigate to Fund Level > Feeds > Feeds Console
- 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.