SelfWealth Data Feed

This page contains instructions for the activation of an SelfWealth data feed. Do you get a data feed for SelfWealth? Yes!

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Written by Intello Robot
Updated over a week ago

Overview

SelfWealth like many fintech providers leverage OpenMarkets to execute its trades. In addition, Selfwealth uses ANZ to provide a cash account (SelfWealth Cash Account BSB: 013-901) 

We can obtain a brokerage data feed for SMSF and non-SMSF clients into Class Super for SelfWealth via OpenMarkets.

The OpenMarkets feed has been updated (June 2020) to also pull through both account balances and transactions from the linked ANZ cash account.

To activate a data feed for a SelfWealth account, the OpenMarkets Account Number must be provided.

For SelfWealth clients, the OpenMarkets Account Number is refer to as an 'OpenMarkets ID' and is located on the same page as the cash account details, which you can navigate to here:

Log in > Trading Account (left-hand-side menu) > Cash Account

It will be located at the top of the page. Please also make note of and provide the following details of the account through to us:

  • HIN

  • OpenMarkets ID

  • Bank Account Number and BSB

Authority Process - Account Holder

  1. Download the authority form

  2. Print the authority forms and arrange for your client to complete and sign the forms.

  3. Send a copy of the signed forms to admin@intello.com.au or upload them via the Intello Portal

About this Feed

  • The feed should be activated within 5-10 business days

  • This feed does not support historical transactions

  • This feed provides daily transactional and holding data for equities and options

  • Cash transactions and balance data is typically delayed 2-3 business days

  • Electronic signatures are accepted

 

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