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Contact DDH Graham

Phone - (07) 3229 6133 or 1800 226 174

Address - GPO Box 330, Brisbane QLD 4001

Type	Superannuation
Updated	Daily
Supported Products	AAFOCAP - Freedom Of Choice Pension AFOCSU - AMG Freedom Of Choice Super AMGCSU - AMG Core Super AMGPSU - AMG Acclaim Super AMGPUT - AMG Acclaim IDPS APERAP - AMG Personal Pension APERSUMG - AMG Personal Super
Available Information	Superannuation Details: 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 DDH Graham to Activate the Datafeed

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

Subject: DDH Graham Datafeed Request for AdviserLogic
To: [email protected]

Dear Investor Services Team,

Please establish a data feed into AdviserLogic for all existing client accounts, pending client accounts, and any client accounts opened in the future under the following adviser details:

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

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

Looking forward to your confirmation.

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

Await Confirmation from DDH Graham

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

This email will include a numeric 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 DDH from the drop-down menu.

Add the previously saved Adviser Code and Save.

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.