Walkthrough: Uploading Investment Products to the tenancy through the Admin UI ⚓︎

This walkthrough provides steps to upload the investment products to the tenancy.

1. Log into the system with your credentials and select Setup your investment product universe option from Home page.

   

2. You can download Investment product file template by clicking the download button.

   

3. Open the downloaded Investment product file template, and follow the same format to upload the file:

   

4. Before uploading the Investment product document, please consider the following:

   • Accepted file type: .csv

   • Accepted file format: Same as the template given

   • Accepted values:

     • asset_type - should be one of the following
       • funds
       • equities
       • etf
       • bonds
     • applicable_financial_products - should contain any of the following, separated by commas.
       • isa
       • gia
       • pensions
     • status - should be one of the following
       • active
       • inactive
     • currency - should be three characters in length, and all three letters must be capitalized.
       • eg: GBP, USD, CAD
     • current_price - shold be greater than zero.

   • Expected to fill all the fields.