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Contact Russel Investments

Phone - 1800 775 383

Address - GPO Box 2975, Melbourne VIC 3001

Website - https://russellinvestments.com/au

Type	Investment
Updated	Daily
Supported Products	TBA
Available Information	TBA

Datafeed Setup Instructions

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

Stage 1

Contact Russel Investments to Initialise Datafeed

Contact Russell Investments for Current Datafeed Credentials

Request the Initiation of the Datafeed

Send the following email to formally request the datafeed setup.

Subject: Russell Investments Datafeed Request for AdviserLogic
To: [email protected]

Dear Russell Investments Team,

We would like to set up a datafeed to AdviserLogic for the following account:

Account Name: [Insert Account Name]
Account Number: [Insert Account Number]

Please confirm once this has been initiated.

Kind regards,
[Your Name]
[Your Firm Name]
[Your Contact Information]

Next Steps

Once the datafeed is successfully established, Russel Investment will send a confirmation email.
This email will include a datafeed code—ensure you note it down as it will be required for Stage 2.

Stage 2

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 Russell Investments from the drop-down menu.

Enter the code from Stage 1 and Save.

💡Tip

Your Data Feed Adviser ID follows this structure: Two alphabetical characters followed by a numeric sequence (e.g., AB12KA1000G0). Ensure accuracy when entering your code for seamless integration.

The datafeed should be live within 10 Days.

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.

📌Note

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.