Bell Potter Datafeed

To commence an Investment Datafeed from BellPotter, please follow these steps:

 

PHASE ONE - REGISTER THE DATAFEED FOR ADVISERLOGIC

 

Email BellPotter Datafeed Support to request the registration of your BellPotter Datafeed to AdviserLogic.

Send the following email:

------------------------------

MAILTO: info@bellpotter.com.au
CC: Datafeed.adviserlogic@morningstar.com

Dear BellPotter Dealer & Adviser Operations

Please register me for the AdviserLogic data feed.

 

Please send me email confirmation once this has been completed

Regards

------------------------------

You should receive a reply with confirmation that the Datafeed has been registered.

 

PHASE TWO - LINK  THE DATAFEED TO YOUR ADVISERLOGIC ACCOUNT

1) Log in to your AdviserLogic account.

2) Go to Datafeeds:

 

mceclip0.png

 

3) Choose "Datafeed Codes" from the menu on the left:

 

mceclip1.png

 

 

4) Click "Add", and in the Window that appears, select “BellPotter”:

 

mceclip2.png

 

 

5) The page will update to display the necessary fields; enter your BellPotter's Adviser Code:

 

mceclip3.png

 

That’s it! Your BellPotter Datafeed should then commence automatically within 48 hours once the setup is completed in BellPotter's systems.

 

Have more questions? Submit a request