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Contact MLC

Phone - 132 652

Address - PO Box 200 North Sydney NSW 2059

Type	Investment Superannuation
Updated	Daily
Supported Products	MLC MasterKey Super Fundamentals MLC MasterKey Pension Fundamentals MLC MasterKey Investment Service Fundamentals MLC MasterKey Pension MLC MasterKey Business Super & Personal Super MLC MasterKey Unit Trust
Available Information	Client personal details: Customer details such as name, date of birth address and contact details. Account information: Product type commencement date account balance investment options and strategy draw down strategy fees benefits and premiums where applicable for an individual or multiple clients. Account and policy transactions: Historical transactions for an individual or multiple clients based on your selected date or date range.

Datafeed Setup Instructions

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

Stage 1

MLC Setup

Setup AdviserLogic Datafeed From your MLC Account.

Select Client Data Exchange from the drop-down menu, then choose Setup an Account.
On the next page, you may need to follow some registration instructions before you can set up the data feed. Follow the instructions to continue this setup process.
Select AdviserLogic from the heading.

Make a note of the User Name shown in Stage 1 Update Your Password. This will be used later in Stage 2.
This will start with the letters EPI followed by numbers. Enter the password, and select Submit.

📌Note

Password Criteria:

Min 8 Characters and Max 12 Characters
At least 2 embedded numbers
At least 1 special character (period (.), dash (-) or underscore ( _ ) )
At least 2 uppercase letters
Must not contain any part of the username (Username refers to EPI Username, not your mlc.com.au Username)
Must not be a repeat of the previous 12 passwords

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

Enter your MLC Online Username, the EPI Username, and EPI Password into the relevant fields, then select the Active and Download Historic Data boxes.

💡Tip

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

Account: Your Numeric Online Login Code, which is 9 digits long and starts with 0 (this is your MLC website username).
User Name: The EPI Username from Stage 1 (not the same as the MLC website username).
Password: The EPI Password created in Stage 1.

✅ 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 settings are correctly applied will allow 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?

Client personal details: Customer details such as name, date of birth address and contact details.
Account information: Product type, commencement date, account balance, investment options and strategy, draw down strategy, fees, benefits and premiums where applicable for an individual or multiple clients.
Account and policy transactions: Historical transactions for an individual or multiple clients based on your selected date or date range.