How to set up a DVP account

The set-up of some DVP accounts require specific tags, demographics and contract note emails to enable data flow to the DVP provider. 

Tags & Demographics can be added in the TC Ops account opening form or later via TC Ops > Account Maintenance > Tags.

Contract Note emails can be added in the TC Ops account opening form or later via TC Ops > Account Opening > Communications 

• CFS Edge
  Tag - C/First State Custom Solution - *CF account number*
  Demographic - EXFEED - COLNL - Colonial
  Contract Note Email - customsolutions@colonialfirststate.com.au

• NetWealth
  Tag - NetWealth Account Number - WRAPXXXXX
  Demographic - EXFEED - NETW- NetWealth
  Contract Note Email - tradesettlements@netwealth.com.au
  
• BT Panorama
  Tag - BT Panorama A/C FinClear - Input client's BT Panorama Account Number
  Demographic - EXFEED - BTPANO - BT Panorama
  Contract Note Email - lsconfirmations@panorama.com.au
• Leveraged Equities
  Demographic - EXFEED - LEML Leveraged Equities
  Tag -  LE Account Number - Input client's LE Account Number
  Tag - LE Margin Lending Client (Y/N) - Y
  Contract Note Email  - contractnotes@leveraged.com.au
• My North
  Demographic - EXFEED - AMPNTH
  Tag - AXA HIN - Add client's HIN
  Contract Note Email - north@amp.com.au
• Macquarie Wrap
  Tag - OASYS account - Macquarie wrap account number
  Tag - OASYS acronym - MACQWRP2
  Tag - OASYS account name - Client 's Name
• Colonial
  Demographic - EXFEED - COLNL
  Tag - C/First State Custom Solution:  Add colonial account number
  Contract Note Email - customsolutions@colonialfirststate.com.au
• NAB Margin Lending
  Contract Note Email - MarginLending.Ops@nab.com.au
• WBC Margin Lending
  Contract Note Email - MLContractNotes@westpac.com.au

If you have any questions or would like to know about other providers please reach out to Account Services.

Note this information is subject to change and PIDs / email addresses should always be confirmed directly with the DVP provider.