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⚠️Action required: update your IOOF Group datafeed credentials
From 14 October 2026, IOOF Group (Insignia) is introducing a separate username and password for Direct Data feeds, replacing the online portal login details currently used for these connections.
Create your new datafeed credentials in Expand Online and update them in AdviserLogic before 13 November 2026. If you do not complete the update, your IOOF Group datafeed will stop updating.
This is a provider-led credential change. No service downtime is expected.
Contact Insignia/IOOF
Contact Insignia/IOOF
Email - [email protected]
Support - https://dataservices.ioof.com.au/support
Address - GPO Box 264, Melbourne VIC 3001
Website - https://www.ioof.com.au/
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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
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Available Information |
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Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below.
Stage 1
Request Datafeed Initialisation
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.
Create your datafeed credentials
From 14 October 2026, create your datafeed-specific username and password in Expand Online:
Log in to Expand Online and go to Data feed settings.
Under Direct Data feeds, select Add new feed. Choose AdviserLogic from the provider list, or Other if it is not listed.
Complete multi-factor authentication to access your unique datafeed username and password.
Use these credentials when adding or updating your IOOF Group datafeed in AdviserLogic. They are separate from your Expand Online login details.
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
Set up a New Datafeeed in AdviserLogic
Set up a New 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.
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 - Enter your datafeed-specific username from Expand Online, not your online portal login username.
Password - Enter your datafeed-specific password from Expand Online, not your online portal login password.
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
Update your datafeed password every 12 months
Your datafeed password is separate from your Expand Online login password and must be updated every 12 months. When you change your datafeed password with the provider, update the Password field in AdviserLogic and select Save.
Set a reminder before the password expires to help prevent interruptions.
Updating an existing IOOF Group datafeed for the Update
Updating an existing IOOF Group datafeed for the Update
Go to Datafeeds > Datafeed Codes and update the Authentication code and Password fields on your existing IOOF Group entry using your new datafeed credentials from Expand Online. Select Save.
Leave your existing adviser code unchanged. You do not need to add a new datafeed for this update.
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 - Enter your datafeed-specific username from Expand Online, not your online portal login username.
Password - Enter your datafeed-specific password from Expand Online, not your online portal login password.
These credentials are sensitive, and Morningstar cannot update them on your behalf.
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.
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.
Troubleshooting
My IOOF Group datafeed stopped updating after the credential change
If you did not replace your portal login details with the new datafeed-specific credentials before 13 November 2026, your Direct Data feed will stop updating.
To restore the connection, create your datafeed credentials in Expand Online using Stage 1, then update your existing IOOF Group entry in AdviserLogic using Stage 2.
For help creating your credentials, contact Expand on 1800 517 124 or email [email protected]
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.