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☎️ Contact - Netwealth
☎️ Contact - Netwealth
Email - [email protected]
Phone - 1800 888 223
Address - PO Box 336, South Melbourne VIC 3205
Website - https://www.netwealth.com.au/
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Supported Products |
See Full Supported Products List
EPI Product Name
EPI Product Code
Netwealth Superannuation Master Plan
NWTH0001
Netwealth Allocated Pension Plan
NWTH0002
Netwealth Term Allocated Pension
NWTH0003
Netwealth Transition to Retirement Pension
NWTH0004
Netwealth Employer Super
NWTH0010
Netwealth Freelance Consulting Services
NWTH0017
Netwealth 2020 Financial Services
NWTH0027
Netwealth Caputo Formwork
NWTH0031
Netwealth Australian Share Fund
NWTHAUST
Netwealth Balanced Fund
NWTHBALA
Netwealth Conservative Growth Fund
NWTHCONS
Netwealth Growth Fund
NWTHGROW
Netwealth High Growth Fund
NWTHHIGH
Netwealth International Share Fund
NWTHINTE
Netwealth Property Share Fund
NWTHPROP
Netwealth Wrap Service
NWTHWRAP
Russell Investment Super Series – Netwealth Personal Super
NWTH0032
Russell Investment Super Series – Netwealth Standard Income Stream
NWTH0033
Russell Investment Super Series – Netwealth Term Allocated Pension
NWTH0034
Russell Investment Super Series – Netwealth Transition to Retirement Income Stream
NWTH0035
Russel Investment Wealth Series – Netwealth Wrap Service
NWTH0036
Netwealth Personal Super - Super Accelerator Plus
NWTH0050
Netwealth Personal Super - Super Accelerator Core
NWTH0051
Netwealth Personal Super - Super Wrap
NWTH0052
Netwealth Standard Income Stream - Super Accelerator Plus
NWTH0053
Netwealth Standard Income Stream - Super Accelerator Core
NWTH0054
Netwealth Standard Income Stream - Super Wrap
NWTH0055
Netwealth Term Allocated Pension - Super Accelerator Plus
NWTH0056
Netwealth Term Allocated Pension - Super Accelerator Core
NWTH0057
Netwealth Term Allocated Pension - Super Wrap
NWTH0058
Netwealth Transition to Retirement Income Stream - Super Accelerator Plus
NWTH0059
Netwealth Transition to Retirement Income Stream - Super Accelerator Core
NWTH0060
Netwealth Transition to Retirement Income Stream - Super Wrap
NWTH0061
Netwealth Employer Sponsored Super - Super Accelerator Plus
NWTH0062
Netwealth Employer Sponsored Super - Super Accelerator Core
NWTH0063
Netwealth Employer Sponsored Super - Super Wrap
NWTH0064
Netwealth Wrap Services - Wealth Accelerator Plus
NWTH0065
Netwealth Wrap Services - Wealth Accelerator Core
NWTH0066
Netwealth Wrap Services - Investment Wrap
NWTH0067
Netwealth XWrap Non-Custodial Service
NWTH0068 |
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 Netwealth Registration
Netwealth Registration
Netwealth Registration
Register the datafeed in Netwealth.
🚧Important🚧
Netwealth is currently phasing out forms, so please follow the Wealth Exchange process to register your datafeed.
Log in to Netwealth Wealth Exchange Use your adviser login to access the platform.
Download the Datafeed Registration Form
Navigate to the adviser portal and download the Datafeed Registration Form.
Tick the relevant box to manage datafeeds either in bulk or at an individual level.
📌 Form attached at the bottom of screen
Submit the Form
Upload the completed form via the document uploader (top-right of your adviser dashboard) or under Activities & Tasks.
Confirmation & Setup
Once processed, you will see AdviserLogic listed as a provider under:
Business Settings > Data Feeds > Settings.From here, you can search and select specific clients to set up their datafeed.
Navigate to the Wealth Exchange Page - From the online portal, go to Business Settings > Wealth Exchange.
Select AdviserLogic - Scroll through the available data integrations and select AdviserLogic.
Subscribe to the Integration - Click the Subscribe button next to AdviserLogic to activate the integration.
Access Data Integrations - Once subscribed, navigate to Business Settings > Data Integrations.
Refresh Data Integration - Select the desired integration, then use the right-hand panel to refresh the integration for individual or bulk adviser codes.
Proceed to Stage 2
Stage 2 Set up Datafeed in AdviserLogic
AdviserLogic Datafeed Setup
AdviserLogic Datafeed Setup
When you have the current datafeed credentials, follow the Setup Datafeed Instructions for AdviserLogic.
Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.
Select Netwealth from the drop-down menu. Then enter the stored credentials in the required fields and Save.
Enter the Netwealth Credentials from the previous stage.
💡Tip
The code must consist of 6 digits, including any leading zeros. If the code starts with "0", it should still be included.
Example: 001234 (not 1234)
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
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 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 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?
Netwealth provides a Datafeed to Class. If a Class Datafeed
is active to AdviserLogic, it may conflict with the Netwealth Datafeed and cause duplication.
SMA Grouping
N/A
🔧 Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.