Once your Betashares Direct SMSF account is open and you've provided your account number to Grow, we will trigger a process to you to authorise the receipt of a data feed.
When you receive the email, click Authorise, and you will be taken to your Betashares Director account page where you can authorise the provision of data to Class Pty Limited, which is the specialist SMSF accounting platform used by Grow.
Click Accept.
From the next business day, Grow will start receiving details of your Betashares Direct transactions and balances.
Statements and other reports will likely also be provided to Grow via Class Pty Limited in the future, making the administration of your SMSF easier and more efficient.