Overview
The Adviser Management Screen can store multiple adviser details for supported Wraps and Platforms.
Authority forms can be printed from this screen at an adviser level allowing you to grant authority for multiple funds under the same adviser account at once.
See below on how to add the adviser details and prepare the authority form.
Navigation
| From the Main Toolbar, navigate to Connect. | |
| Select Feed Management from the list. |
Instructions
Please Note: This example uses the BT Wrap feed. Instructions in Step 4 may differ slightly depending on your feed provider.
- From the Feed Management screen, select Advanced Options & Reports.
- Select Provider Settings
- Select Add New Adviser.
- Input the Adviser Display Name and Adviser Code (F Code).
- Select Save. The Adviser details will appear in the management screen.
- Select Prepare Form to produce the Authority Form.
Credential Expiry Reminders
Hub24, Macquarie Cash, and Macquarie Wrap credentials expire yearly and must be renewed for the data feeds to remain active.
You can set up email reminders to send a notification 30 and 7 days before these credentials expire.
1. From the Provider Settings, select the edit option next to the desired feed:
2. Scrolling to the bottom, select or add recipients to be notified for when credentials expire. This can be set for all feeds of the same type (Hub24 / Macquarie Cash / Macquarie Wrap) or for individual feeds:
