Coming Soon - DNR Capital

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No feed data

At the request of DNR Capital, no data can currently be imported for this feed.

Setup

Currently users can set up the feed requirements for DNR Capital by following the instructions below. The ability to import data will be made available in the near future.

Navigation

From the Main Toolbar, go to Connect.
Select Feed Management from the list.

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Select the Wraps and Platforms Global tab.

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Fund Filter

The Wraps and Platforms screen can now be filtered to either a Global or Fund view. The Global view will show all Wrap accounts for your Simple Fund 360 firm, while the Fund view will display Wrap accounts specifically for the selected fund.

Adding DNR Capital as a Feed


  1. From the Wrap and Platform Global tab, select (+) Setup.

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  2. In the Wrap Feed Setup screen the entity name will appear.

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  3. Select DNR Capital as the Feed Provider.

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  4. Input the External Reference/Account ID.

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    Note: If data has been entered manually for this feed prior to its activation, input a Do not import data before date in the relevant field to the last date of manual data entry. 
  5. Select the Bank Account for the fund the authority is being granted for (authority will need to be granted for each bank account).

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  6. Select Print Form.

    Ensure pop-ups are not blocked on your web browser as the authority form will not open.

Feed Activation

Once the feed has been saved, the feed will appear with the status Awaiting Transactions, with the toggle set to On. Do not switch this off.

Currently, users can setup the feed requirements for DNR Capital. The ability to import data will be made available in the near future.

At the request of DNR Capital, no data can currently be imported for this feed.

 

 
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