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Contact Insignia/IOOF

Support - https://dataservices.ioof.com.au/support

Address - GPO Box 264, Melbourne VIC 3001

Type	Investment Superannuation
Updated	Daily
Supported Products	See Full List of Supported Products IOOF Essential Pension AustChoice Super Bendigo SmartStart Super Bendigo SmartStart Super Bendigo SmartStart Pension Bendigo SmartOptions Super Bendigo SmartOptions Super Bendigo SmartOptions Pension Bendigo and Adelaide Bank Staff Superannuation Plan Pitcher Partners Superannuation Fund Medical & Associated Professions Super Fund Shadforth Portfolio Service - Investment Shadforth Portfolio Service - Investment eXpand Investment eXpand Investment IOOF Essential Investment IOOF Essential Investment
Available Information	Investment: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data Superannuation: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data Pension: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data

Datafeed Setup Instructions

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

Stage 1

Request Datafeed Initialisation

Request the initialisation of the Datafeed from IOOF Group.

To set up the new IOOF Group data feed, you must first be a registered adviser for IOOF Online.

If you haven't registered for IOOF Online yet, please do so by filling out the IOOF Financial Adviser Registration Form. Once you've logged in to IOOF Online, you'll need to enable datafeeds by updating your profile settings under My Account.

To register the new IOOF EPI 4.3 Datafeed you need to sign in to IOOF Online (Adviser and Dealer group login) to enable the Datafeed

To enable the datafeed, you must accept the terms and conditions and enter your password to finalise the setup.

Note

It is no longer necessary to activate the feed via https://dataservices.ioof.com.au/support.

Stage 2

Setup Datafeeed in AdviserLogic

When you have the current datafeed credentials:

Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

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

The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from your provider.

Ensure the Active box and Download Historic Data box at the end of the row are ticked, and then Save.

Note
The IOOF Group Datafeed codes are:

Account - Adviser code, IPS1234 - IPS followed by 4 characters of adviser code. Alphanumeric Code is case sensitive and MUST be entered as upper case.
Authentication code - IOOF Online username(Login)
Password - IOOF Online password

Whenever an adviser or support staff resets their login password for the IOOF portal, they must also update the new password in AdviserLogic to ensure uninterrupted datafeed functionality.

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.

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.

Note

Avoid mapping to the superannuation entity, as this is created by AdviserLogic 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: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data
Superannuation: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data
Pension: Product, Start Date, Account Number and Name; Unit Balance and Transactional Data

This Datafeed updates daily.

What information is not available?

Insurance Policy Information
Personal details beyond name and date of birth

This Datafeed does not provide information for IOOF's SMF product range.

What conflicts might it cause?

IOOF provides a Datafeed to Class.

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

SMA Grouping -N/A

Have there been any name changes or Provider Mergers?

In October 2021, IOOF announced it would undergo a rebrand to become Insignia Financial as part of its transformation, following its recent acquisition of MLC.

Whilst the rebrand will involve a new brand image, name and logo, the company asserts that its underlying strategy will remain the same.