Absolutely!
But you will need to contact our office first to let us know as we will need to upgrade your authority access.
Once we have made the change, please follow the below instructions to set up your Class data feed.
1. Log in to your AdviserLogic account.
2. Go to Datafeeds:
3. Choose "Datafeed Codes" from the menu on the left:
4. Click "Add", and in the Window that appears, select “Class”:
The page will update to display the necessary fields.
Click the Get Access Token button once the page refreshes.
You will be taken to the Class login screen shown below:
Type your username and password and click on Login.
You will be taken to an Adviser Logic Class data feed 'Allow Access' page where you just need to click the button to allow Adviser Logic to pull data from your Class account.
Please note: If you receive an error, it may mean that the level of authority attached to your Class login is not high enough.
If this is the case, please email admin@intello.com.au and we will upgrade your login authority from Adviser Level to Administrator Level.
Your Class data feed should start within a few days of completing the above steps.
If you have any issues, please let us know and we will be more than happy to assist.