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Setup


  1. From the Wrap and Platform Feed Management screen, select Add Feed



  2. The Setup Wrap and Platform Feed screen will appear. The fund name will appear in the Fund field. 



  3. Select CommSec as the Feed Provider. 



  4. Input the External Reference/Account ID.



    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. Leave the Bank Account field blank.  You will need to add the CBA retail settlement account to the BGL Bank Data Feed service to receive transaction information automatically. Please refer to Setting up the BGL Bank Data service for more details.

     

  6. Authority must be granted before the CommSec Retail feed can commence. Please email Commsec Retail authority form to CommSecTechSupport@cba.com.au. Authority form can be obtained during setup within SF360.


  7. Select Save. This step will need to be completed for each fund that will be using the CommSec feed in Simple Fund 360. 

    Info

    If you receive the message "bank account already has a bank feed operating" the bank account selected in step 5 is already being used under another bank feed such as Xero, Macquarie or the BGL Bank Data Service. You will need to edit this bank account through the Bank Feed Management Screen and change the Feed Provider to None.

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