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Contact Bell Potter

Phone - 1300 023 557

Address - Level 29/101 Collins Street Melbourne, VIC 3000

Type	Investment
Updated	Daily
Supported Products	Australian domestic equities Mutual Funds ETFs
Available Information	Unit Balance Transactional Data (including purchases, redemptions and distributions).

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Contact Provider

Contact Bell Potter for Datafeed Credentials

To initiate an investment datafeed from Bell Potter, send the following email:

Subject: Bell Potter Datafeed Request
To: [email protected]

Hi,

Could you please set up data feed(s) to AdviserLogic for the following advisers?

Adviser Name: [Adviser Name]
Adviser Code: [Adviser Code]

Should you have any questions, please do not hesitate to contact us.

Regards,
[Your Name]
[Your Company Name]
[Your Contact Information]

Await Confirmation from Bell Potter

Once the datafeed is successfully set up, Bell Potter will send a confirmation email.

Ensure you review this email and securely note any provided credentials or instructions for the next steps in the datafeed setup.

Stage 2

Setup Datafeed in AdviserLogic

Once you have the current datafeed credentials, you will need to follow the setup Datafeed instructions for AdviserLogic.

Go to Datafeeds, and from the Datafeed Codes screen select Add.

Select Bell Potter from the drop-down menu.

Please enter your Bell Potter Adviser Code in the window that opens.

The datafeed should be live within 72 hours.

Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.

The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

💡Tip

It is a good idea to determine the code's expiry date from your provider and set a task for the following year to prevent datafeed interruptions.

If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as AdviserLogic creates this after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.

Contact your CSM for more information on License Types.