To commence an Investment Datafeed from BellPotter, please follow these steps:
PHASE ONE - REGISTER THE DATAFEED FOR ADVISERLOGIC
Contact your BellPotter adviser to get registered yourself for the AdviserLogic data feed.
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:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “BellPotter”:
5) The page will update to display the necessary fields; enter your BellPotter's Adviser Code:
That’s it! Your BellPotter Datafeed should then commence automatically within 48 hours once the setup is completed in BellPotter's systems.