The Share Data Pack
- Balance Review and Registry data: I have entered the wrong HIN
- Email log for Contract Notes
- Registry Data Service Troubleshooting
- Historical data when using the Registry Data Service
- HIN/SRN Validation Messages
- Registry Data Service
Wraps and Platforms
- DomaCom - Wrap Feed
- WealthO2 - Wrap Feed
- Export Data to IRESS
- Private Portfolio Managers (PPM) - Wrap Feed
- Removing an Investment from the Balance Review Screen
- What to do when investments allocated to duplicated accounts in wraps and platforms?
Data Feeds
- Supported Banks - BGL Bank Data Service
- Uploading BGL Bank Data Service Authority Forms via Simple Fund 360
- Altering Bank Details
- License Report
- Feed Management Screen
- Authority Form Signing Guide: Checklist