Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | Accepts e-signature | History |
|
N |
Y |
Y |
N |
Y |
Y |
N |
Y |
Note: The data feed can be activated by using the Bell Direct activation method.
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 Statton Partner account number.
Account Number: 211020192
Product Set to " Statton "
Statton
- 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
- In the Data Source section, click the "Generate" button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to fill in the date, name and signature with wet-ink on the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider."
- It is not required to send the authority form to the provider directly. Class will automatically forward the form to Bell Direct once the Authority Form is uploaded.
- Download the Bell Direct Adviser Authority Form
- Print the Authority Form. Arrange for the adviser to complete the form
- Send an email to:
Email: support@belldirect.com.au;
With the following text:
Dear Bell Direct Support,
Can you please enable a Class data feed for <Adviser Name>, I have attached the signed Authority Form to this email.
Kind Regards,
- 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."
Note: The data will start loading automatically within ten business days.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
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Not supported by Provider |