Data Feeds
In this section you will be guided through steps to setup feeds allowing you to increase automation in your business.
- Feed Console Statuses
- Data Feeds - Overview
- Introduction to Data Feeds
- Data Feed Status
- How to solve unbalanced accounts issue
- Managed Account Set Up
- How to setup multiple foreign cash accounts under one main Saxo Account Number
- How to set up Bonds for Mason Stevens GIS
- Data Feed Process Flowchart
- DASH/WealthO2
- Feeds Console
- Setting up a Bank Feed
- Setting up a Platform/Broker Feed
- Linking Multiple Cash Accounts to a Feed
- Uploading Feed Authority Forms
- Entering Adviser Authorities in Class
- Adviser Authorities - Adviser Code Examples
- Bulk Authority Form
- Market Feeds
- Request History button
- Data Feed Authority Forms - Quick Reference Guide
- Feed Authority Response