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Contact IOOF/Insignia

Support - https://dataservices.ioof.com.au/support

Address - GPO Box 264, Melbourne VIC 3001

Type	Investment Superannuation
Updated	Daily SMA Available
Supported Products	See Full List of Supported Products IOOF Wholesale Solutions IOOF Portfolio Service Employer Superannuation - Staff Member IOOF MultiSeries Managed Bond Managed Bond Perennial Institutional Investment Trusts Property Plus IOOF WealthBuilder IOOF Estate Essentials Bond Perennial Asia Pooled Super Trust Perennial Asia Pooled Super Trust Perennial Asia Pooled Super Trust Perennial Asia Pooled Super Trust Perennial Asia Pooled Super Trust
Available Information	Investment: Product Start Date Account Number Name Unit Balance and Transactional Data Superannuation: Product Start Date Account Number Name Unit Balance Transactional Data Pension: Product Start Date Account Number Name Unit Balance Transactional Data

Datafeed Setup Instructions

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

Stage 1

Request Datafeed Authorisation from IOOF/Insignia

IOOF Datafeed Initialisation Instructions

To request the initialisation of a datafeed from IOOF, follow these steps:

Visit the IOOF Data Feed Support page: https://dataservices.ioof.com.au/support. Submit Request.

Complete Adviser Information

In the Details section, enter:
"Please sign me up for AdviserLogic datafeeds."

Submission and Confirmation

After submitting the online form, IOOF will create an internal support ticket.
You will receive an email confirmation from IOOF acknowledging the request.

Receiving Access Details

Once the request is processed, IOOF will generate a username and password for the data feed.

These credentials will be sent to the email address provided in the request.

Allow 3-4 business days for receipt of the username and password.

See in-depth IOOF instructions

⚠️Important Note⚠️

The datafeed username and password provided by IOOF are NOT the same as your standard IOOF website login credentials.

For further guidance, please refer to the detailed IOOF instructions.

Stage 2

Setup Datafeed in AdviserLogic

When 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 IOOF from the drop-down menu. Then enter the stored credentials in the required fields and Save.

The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from your provider.

💡Tip

To successfully set up the IOOF Datafeed, ensure you have the following details:

Account: A Numeric Code provided by IOOF.
User Name: An alphanumeric code that begins with the letter M, followed by the Account Code (provided by IOOF in Stage 1).
Password: An alphanumeric code that may also contain symbols, provided during the authorisation process.

✅ Final Steps:

Tick the "Active" box to enable the datafeed.
Tick the "Download Historic Data" box to retrieve past transactions.
Click Save to complete the setup.

Ensuring these details are correctly entered will allow for a seamless data integration with AdviserLogic.

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.

General Information

What information does this feed provide?

Investment: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data
Superannuation: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data
Pension: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data
This Datafeed updates daily.

What information is not available?

Insurance Policy Information
Personal details beyond name and date of birth
This Datafeed does not provide information for IOOF's SMF product range.

What conflicts might it cause?

IOOF provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the IOOF Datafeed and cause duplication.

SMA Grouping

N/A

Have there been any name changes or Provider Mergers?

In October 2021, IOOF announced it would undergo a rebrand to become Insignia Financial as part of its transformation, following its recent acquisition of MLC.

Whilst the rebrand will involve a new brand image, name and logo, the company asserts that its underlying strategy will remain the same.