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Contact Mason Stevens

Phone - 1300 988 878

Address - GPO Box 5003 Sydney NSW 2001

Website - https://masonstevens.com.au

Type	Investment
Updated	Daily
Supported Products	Domestic & International Equities Domestic & International Fixed Income Domestic & International Managed Funds Term Deposits FX Managed Portfolios
Available Information	Investment: 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 Mason Stevens

Email Mason Stevens to commence the datafeed

Subject: Mason Stevens Datafeed Setup

To: [email protected]

Dear Mason Stevens Support Team,

Could you please initiate a datafeed from Mason Stevens to AdviserLogic for my client data?

Adviser Name: [Insert Adviser Name]

Adviser Code: [Insert Adviser Code]

Once completed, please confirm via email that the datafeeds have been successfully established.

Thank you for your assistance.

Kind regards,
[Your Name]

Next Step

Once you receive the credentials, proceed to Stage 2 to complete the datafeed setup in AdviserLogic.

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 Mason Stevens GIS from the drop-down menu.

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

Format: The adviser code consists of 6 letters followed by 7 digits (e.g., ABCDEF1234567).
Ensure Accuracy: Double-check the format before entering to avoid setup issues.

✅ Correctly formatted codes ensure a smooth datafeed connection.

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 Account

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 Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions.

This Datafeed updates daily.

What information is not available?

Insurance Policy Information
Superannuation
Personal details beyond name and date of birth

What conflicts might it cause?

Mason Stevens Datafeeds have a unique feature allowing each client account to have multiple account codes associated with it. Typically, only one account code is linked directly to asset data. However, occasionally, multiple codes can cause duplicate data.
If duplicate data occurs, the support team can assist in identifying and removing any redundant account codes to resolve this issue.
Additionally, Mason Stevens provides a separate datafeed to Class. If a Class Datafeed is already active to AdviserLogic, it may conflict with the Mason Stevens Datafeed, resulting in duplicated information.