How do I turn the Class data feed on for my clients – adviser
Bulk consent:
- Login to your Selfwealth account https://adviser.selfwealth.com.au/Account/Login
- Navigate to settings via the drop-down arrow in the right-hand corner of the screen.
- Select the ‘Data Feeds’ tab:
- Under ‘Bulk Data Feed Activation’, toggle on to ‘Enabled’.
- When you do, you will be notified that this is a bulk change, click ‘Continue’:
6. From this screen, you can also bulk toggle the class data feeds off for all clients (Disable)
What does the ‘Sync Feed’ option do?
Syncing new clients to the bulk consent:
If you add new clients after you have provided bulk consent, you will have the option to sync these new clients to the existing consented clients list.