To commence an Investment Datafeed from CFS, please follow these steps:
NOTE: Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.
Contact your BDM for more information on License Types.
If you have not previously had a CFS Datafeed linked to an Xplan account, skip to Phase Two.
PHASE ONE - DEREGISTER THE DATAFEED IN XPLAN
Email Xplan to request the deregistration of your CFS Datafeed
Send the following email:
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MAILTO: xplansupport@iress.com.au
BCC: Datafeed.adviserlogic@morningstar.com
Dear IRESS,
Please deregister the below advisers from your CFS feed as soon as possible. You can find my details below.
Dealer Code: [4 digits]
Dealer Name:
Adviser Code: [4 digits]
Adviser Name:
Contact Number:
Please send me email confirmation once this has been completed
Regards
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You should receive a reply either with confirmation that the Datafeed has been deregistered or with further instructions for you to follow.
PHASE TWO - REGISTER THE DATAFEED FOR ADVISERLOGIC
Email CFS Datafeed Support to request the registration of your CFS Datafeed to AdviserLogic.
Send the following email:
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MAILTO: cfsdatafeedqueries@colonialfirststate.com.au
CC: Datafeed.adviserlogic@morningstar.com
Dear CFS Dealer & Adviser Operations
Please register the below details to the AdviserLogic data feed
Dealer Code: [4 digits]
Dealer Name:
Adviser Code: [4 digits]
Adviser Name:
Contact Number:
Please send me email confirmation once this has been completed
Regards
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You should receive a reply with confirmation that the Datafeed has been registered.
PHASE THREE - LINK THE DATAFEED TO YOUR ADVISERLOGIC ACCOUNT
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “CFS” (not CFS Custom):
5) The page will update to display the necessary fields; enter your CFS Dealer Code and Adviser Code as a single, 8 digit number:
Example: If your Dealer Code is 1234, and your Adviser Code is 0101, you would enter:
12340101 into the first empty 'Account' field.
That’s it! Your CFS Datafeed should then commence automatically once the setup is completed in CFS's systems.
GENERAL INFORMATION ABOUT THE CFS DATAFEED
What information does this feed provide?
Investment Details: Unit Balance and Transactional Data, including purchases, redemptions, and distributions.
Superannuation Details, including Product, Start Date, and Account Number.
This Datafeed updates daily.
What information is not available?
Insurance Policy Information
What conflicts might it cause?
None are currently known