Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History |
|
Y |
Y |
Y |
N |
Y |
N |
N |
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 SelfWealth account number.
Account Number: 159425
Product Set to " SelfWealth"
SelfWealth
- 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
Self Wealth account activation is currently unavailable, and all existing feeds stopped in May 2023 due to their migration off the Open Markets platform.
Class and Self Wealth have discussed developing feed arrangements, but no definitive agreement and timeframe have been agreed upon at this point.
You will be advised when activations are possible via Class Release Notes
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |