To commence an Investment Datafeed from WealthO2, please follow these steps:
PHASE ONE - RETRIEVE THE CREDENTIALS DETAILS
You need to contact WealthO2 at firstname.lastname@example.org to generate your credentials.
PHASE TWO - LINKING THE WEALTHO2 FEEDS IN ADVISERLOGIC
1) Log in to your AdviserLogic account.
2) Go to Datafeeds (from any screen):
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select WealthO2 Datafeeds
5) The page will update to display the necessary fields. Copy the Credentials to the "Authentication Code 1" field (or 2, or 3, as required).
Copy the Authentication Password to the "Password" field that matches the Authentication Code field you used.
Finally, ensure the 'Active' box at the end of the row is ticked, and then click "Save":
That’s it! Your WealthO2 Datafeeds should then commence automatically overnight.
( Wealth O2 ) ( Wealth 02 ) ( Wealth02 )