To commence an Investment Datafeed from Macquarie online Trading, please follow these steps:
PHASE ONE - REQUEST THE DATAFEED
The first step is to request the initialisation of the datafeed.
Send the below email:
SUBJECT: Desktop Broker Data Feed
Dear Support Team,
Please arrange a data feed into AdviserLogic for all of existing client accounts, pending client accounts, and any client accounts opened in the future under the following Adviser:
Adviser Name: [Insert Adviser Name]
Adviser Code: [Insert Adviser Code]
Once you have done so, please reply by email confirming that the datafeeds have been set up.
PHASE TWO- LINK THE DATAFEED TO YOUR ADVISERLOGIC ACCOUNT
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Click "Add", and in the Window that appears, select Desktop broker:
NOTE: In AdviserLogic we receive Macquarie online Trading's(MOT) Datafeed under Desktop broker.
4) The page will update to display the necessary fields; enter your CFS Dealer Code and Adviser Code as a single,
That’s it! Your datafeed will arrive in our systems with in 48 hours after it is set up.
NOTE 2: As per the current functionality, the new clients set up on Macquarie Online Trading are not automatically set up for an Adviserlogic Datafeed. The adviser needs to request this each time a new client is created.