Macquarie online Trading(MOT) Datafeed

 

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: 

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SUBJECT: Desktop Broker Data Feed
MAILTO: support@trading.macquarie.com

CC: AdviserlogicSupport@morningstar.com

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.

Regards

 

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.

 

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4) The page will update to display the necessary fields; enter your CFS Dealer Code and Adviser Code as a single,

mceclip1.png

 

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. 

 

 

 

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