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Contact Open Markets
Contact Open Markets
Email - [email protected]
Phone - 1300 769 433
Address - Level 15, 388 George Street, Sydney NSW 2000
Website - https://openmarkets.com.au/
Type | Investment |
Updated | Daily |
Supported Products |
See Full List of Supported Products MORELLA CORPORATION LIMITED |
Available Information | Investment details
|
Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below.
Stage 1
Contact Open Markets
Contact Open Markets
Email Open Markets to request the initiation of the Datafeed.
Please send the below email:
Subject: Open Markets Datafeed Request for AdviserLogic
Dear Open Markets Team,
We would like to request the setup of a datafeed to AdviserLogic for the following account:
Account Name: [Name]
Account Number: [Number]
Please confirm once this has been initiated.
Kind regards,
[Your Name]
[Your Firm Name]
[Your Contact Details]
Once registered, you will receive an email from Open Markets requesting you to activate the service.
📌 When the Datafeed is established:
Open Markets will send a confirmation email.
The email will contain a unique Datafeed Code, the code consists of 2 alphabetical characters followed by a numeric digit and is required for Stage 2 of the setup process.
This Datafeed Code serves as your identifier, linking your Open Markets account to AdviserLogic.
⚠️Important: Store the Datafeed Code securely, as you will need it to complete the integration
Stage 2
Setup Datafeed in AdviserLogic
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 Open Markets from the drop-down menu.
Enter the code from Stage 1 and Save.
💡Tip
The code will consist of 2 alphabetical characters followed by a numeric digit.
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
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 is not available?
Income/Dividend transactional data, any Owner/Superfund data except the Name and Account Code
What conflicts might it cause?
Open Markets provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Open Markets Datafeed and cause duplication.
Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.