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Contact Dash

Phone - 1300 726 008

Address - PO Box 509, North Sydney NSW, 2060

Website - https://dash.com.au/financial-adviser

Type	Investment
Updated	Daily
Supported Products	MFD's ASX International Shares SMA's Bank Deposits Term Deposits Cash Accounts
Available Information	Unit Balance Transactional Data (including purchases, redemptions and distributions). Product name Start Date Account Number

Datafeed Setup Instructions

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

Stage 1

Contact Provider

Contact Dash for Datafeed Credentials

To request the initiation of a datafeed from Dash, send the following email:

Subject: Datafeed Request
To: [email protected]

Dear Dash Team,

I hope you are well.

We would like to request the setup of a datafeed to AdviserLogic for the following details:

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

Could you please confirm once this has been initiated? Let us know if any further information is required.

Looking forward to your confirmation.

Kind regards,
[Your Name]
[Your Company Name]
[Your Contact Information]

Await Confirmation from Dash

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

This email will include a code for the Datafeed, which must be noted down as it will be required in Stage 2 of the setup process.

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 select Datafeed Codes from the left menu panel. Select Add.

Select Dash from the drop-down menu.

Enter the Account Code and password acquired from Stage 1, and tick the Active box.

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 this is created by AdviserLogic 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.