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Linking Class Super funds to your clients

Once you have setup your feeds from the Setup menu, you can now start connecting the funds to your clients 1. Click on Feeds from the top menu again, then the Funds link. On this page you can manage and view accounts and link the funds to your clients in your portal....

Adding your Class Super data feed

The Feeds section allows you to setup and import your Class Super SMSF lists and link them to your clients (assuming you they are an active member on your wealth portal) Navigate to Configure > Feeds on the side panel navigation menu Select the setup link. At the...