How to link an account to Acclaim Wealth

When onboarding an Acclaim Wealth (previously AMG Super) client to FinClear, you can set up the account as normal via TC Ops account opening. * 

During the account set up, there are two additional steps required to enable contract note data to feed from FinClear to Acclaim Wealth.

1. Add the Acclaim Wealth email addresses as a Contract Note recipient on the account:
   acclaimadmin@acclaimwealth.com.au
   adviserservices@acclaimwealth.com.au
2. Add Demographic to the account (either at account opening or later under Account Maintenance > Tags)
   
   Class Type: EXFEED
   Class: Acclaim Wealth

Both steps must be completed for trades on the account to feed to Acclaim Wealth.

* For assistance on the correct registration details, entity and signing of the application form, please contact Acclaim Wealth directly.