Intello, via our SMSF administration software platform, has direct electronic connections with institutions in the financial services community. These connections allow us to automatically load your client's data directly into our administration software on your behalf.
The types of data include banking, stock broking, wrap account and others from a wide variety of institutions.
Different institutions have different authority models. In general, authorities are adviser or individual authorities.
Bank and Cash Account Data Feeds
Below is a list of supported direct bank and cash account feeds.
Please click on the name of the account below to be taken to the set up instructions and/or relevant authority forms for the respective account.
***We are in the process of adding details and authority forms for all listed accounts. If the form you require is not able to be downloaded below, please contact us***
Direct Bank Account Data Feeds:
Adelaide Bank (including Sandhurst Trustees Cash Management Trust)
Bank of Melbourne
Bank of Queensland (BOQ)
Bank SA (Bank of South Australia)
Bankwest (BWA Cash Management Accounts only)
Bell Potter Capital
Bendigo Bank
Commsec Adviser Services
DDH Graham
HSBC
Hume Bank Limited (Previously Hume Building Society)
RaboDirect - Adviser
Bank account not listed?
If the bank or credit union account is not listed above. please visit the following article to determine whether we can obtain data via our third-party provider:
Platform Wrap IMA and SMA Account Data Feeds
Below is a list of supported Platforms, Wrap, IMA and SMA account feeds.
AMP North
AMP PPS - Personalised Portfolio Service
Antares Capital SMA
Asgard
Beacon Wrap Service
Bell Equity Lever
Bellmont Securities
BT Wrap (including white-labels)
Colonial First Choice
Colonial First State (CFS)
Colonial FirstWrap
Crestone Wealth Management
DNR Capital (Dalton Nicol Reid)
Encircle Portfolio Service
Evans and Dixon Platform
Fixed Income Investment Group Securities - FIIG Securities
Fitzpatrick
Fortnum eClipse UMA
Implemented Portfolios
Investment Exchange
IOOF
IOOF Portfolio Service
IOOF Pursuit
Macquarie Equity Lever
Macquarie Private Portfolio Management MPPM
Macquarie Vision
Managed Accounts - IAS
Mason Stevens
MLC Navigator
MLC Wrap
Momentum
Northhaven Wrap
Omniport Wrap Service
OneVue
Ord Minnett PARS
Patersons Accolade
Powerwrap
Premium Choice
Private Portfolio Management (PPM)
Politis Investment Management
Russell Investments
Storehouse Managed Investments
Symetry Portfolio Service
Vantage Portfolio Solutions
Xplore Wealth
*Integration Partner. Discounted SMSF administration fees may be available.
Stockbroking and Share Trading Data Feeds
Below is a list of supported stockbroking feeds.
Alert Trader Securities
Ascot Securities
Amscot Broking
ANZ Advantage
Baillieu Limited
Baker Young Stockbrokers
Bell Direct
Bell Potter Securities
Bendigo Invest Direct
Beulah Capital
BOQ Trading
Bridges Financial Services
Burrell Stockbroking
Cashel House
CCZ Statton Equities
Chancellor Portfolio Services
Commsec Adviser Services
CPS Capital Group
Crystal Wealth Partners
D2MX
Desktop Broker (Bell Direct)
DJ Carmichael
Evans and Partners
Euroz Securities
Fernshaw Securities
First Prudential Markets
Gleneagle
Hanuman Private Wealth
HK Securities
Kinetic Securities
Macquarie Online Trading
Macquarie Prime
Macquarie Private Wealth
Morgans
Morgan Stanley
Morrison Securities (Formerly D2MX)
nabtrade
One Trade Stockbroking
Ord Minnett Stockbroking
Patersons Securities
Phillip Capital
Prescott Securities
Pulse Markets
QSmart Securities
Raven Capital
Renaissance Wealth Advisors
Suncorp Share Trade
Saxo Capital Markets
Sentinel
Shaw and Partners
Spring Financial Group
Taylor Collison
The SMSF Club
Trend Investment Services
UBS (ASX LIsted Assets Only)
Wentworth Group
Westpac Online Investing
William Shaw Securities
Wilson HTM
If the broker you are utilising is not shown below, please contact us.