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🚧Important🚧

This Datafeed has been terminated - Please follow the IOOF Group Instructions

Contact MLC

Phone - 132 652

Address - GPO Box 2567 Melbourne VIC 3001

Type	Investment Superannuation
Updated	Daily
Supported Products	See Full Supported Products List Portfoliofocus - Premium Retirement - Growth Pension Portfoliofocus - Premium Retirement - Pension Service Portfoliofocus - Premium Retirement - Superannuation Service PremiumChoice Investment Service PremiumChoice Retirement Service - Growth Pension PremiumChoice Retirement Service - Pension Service PremiumChoice Retirement Service - Superannuation Service St Andrew's Investment Plan St Andrew's Retirement Plan - Growth Pension St Andrew's Retirement Plan - Pension Service St Andrew's Retirement Plan - Superannuation Service blueprint Investment Plan blueprint Retirement Plan - Growth Pension blueprint Retirement Plan - Pension Service blueprint Retirement Plan - Superannuation Service
Available Information	Investment Details: Unit Balance Transactional Data (including purchases, redemptions and distributions). 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

Navigator Setup

Generate the privacy form to set up the Navigator Datafeed

Log in to MLC and fill out all fields of the Privacy Form, then select Generate Privacy PDF. Save the PDF and complete and sign the form.

The Adviser and Business Name need to be completed when completing the blank form.

Email the form to Navigator's Datafeeds Team

Send the following email, with the completed Privacy Form attached:

Subject: AdviserLogic Datafeed Request

Email: [email protected]

To Software Support,

I would like to set up a Navigator Datafeed for my AdviserLogic account.

Adviser Name: [Enter Adviser name]

Please find attached the completed Privacy Form.

I would appreciate confirmation of receipt, and when possible please provide the Party Number as well.

Kind regards,

When you receive the Confirmation, proceed to Stage 2.

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

Enter the Navigator Credentials from the previous stage in the Account field.

💡Tip

Account: This refers to the MLC Party ID.
Format: The code consists of 6 numeric digits, followed by 0004 at the end (e.g., 1234560004).

✅ Ensure accuracy when entering the Party ID to complete the datafeed setup correctly.

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 Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions.
Superannuation Details: Product, Start Date, and Account Number.
This Datafeed updates daily.

What information is not available?

Insurance Policy Information
Personal details beyond name and date of birth

What conflicts might it cause?

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