Resources

Forms and downloads that can be utilised with our services.

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31 articles in this collection
Written by Emily Chandler and Intello Robot
SMSF Data Feeds

Cashwerkz Data Feed

Does Intello receive a data feed for the Cashwerkz platform?
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Written by Emily Chandler
Updated over a week ago

Class and iRESS XPLAN IPS Integration

The Class and XPLAN integration is now live. Learn how to feed Class data into the XPLAN IPS portfolio system to improve efficiency.
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Written by Intello Robot
Updated over a week ago

Elston IMA Data Feed

This page contains instructions for the activation of an Elston IMA portfolio data feed. Do you get a data feed for Elston? Yes!
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Written by Intello Robot
Updated over a week ago

AMP Bank Data Feed

This page contains instructions for the activation of an AMP Bank data feed. Do you get a data feed for AMP Bank? Yes!
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Written by Emily Chandler
Updated over a week ago

Perpetual Private Wrap Accounts - Intello Third Party Authority

Follow these instructions to add Intello as a third party authority on a Perpetual Private Wrap Account for SMSF administration on Class.
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Written by Intello Robot
Updated over a week ago

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

Australian Money Market (AMM) Data Feed

This page contains instructions for the activation of the Australian Money Market (AMM) term deposit service data feed.
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Written by Emily Chandler
Updated over a week ago

ANZ Share Investing Data Feed

Instructions for activating an ANZ Share Investing (formerly E Trade) data feed. Do you get a data feed for ANZ Share Investing E Trade? Yes
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Written by Emily Chandler
Updated over a week ago

BT Wrap - Intello Data Feed Authority

This page contains instructions for the activation of a BT Wrap data feed. Do you get a data feed for BT Wrap? Yes! Includes BT White Labels
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Written by Emily Chandler
Updated over a week ago

ANZ Cash Investment Accounts Data Feed

Instructions to activate a Class data feed via MYOB BankLink for ANZ Cash Investment Accounts (E Trade) BSB 012-012 ANZ Share Investing
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Written by Emily Chandler
Updated over a week ago

Macquarie Wrap Accounts - Intello Third Party Authority

Follow these instructions to add Intello Pty Ltd as a third party authority on a Macquarie Wrap account.
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Written by Intello Robot
Updated over a week ago

FinEx Stockbroking Data Feed

This page contains instructions for the activation of a FinEx (formerly Lonsec) broking data feed. Do you get a data feed for FinEx? Yes!
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Written by Emily Chandler
Updated over a week ago

ANZ Bank Data Feed

This page contains instructions for the activation of an ANZ Bank data feed. Do you get a data feed for ANZ Bank? Yes!
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Written by Emily Chandler
Updated over a week ago

IOOF Wrap Data Feeds

Intello can obtain a data feed for SMSF and portfolio accounts with IOOF Products. Instructions for activating an IOOF data feed.
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Written by Emily Chandler
Updated over a week ago

Macquarie Cash Management Account Data Feed Authority Form

This page contains instructions for the activation of the Macquarie CMA data feed. Do you get a data feed for Macquarie Cash Account? Yes!
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Written by Intello Robot
Updated over a week ago

BT Panorama - Adviser Initiated Data Feed to Class Super

BT Panorama easily enables advisers to set up a data feed into Class Super. Follow these instructions to activate the feed.
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Written by Emily Chandler
Updated over a week ago

Macquarie Cash Management Accounts - Intello Third Party Authority

Follow these instructions to add Intello Pty Ltd as a financial services company on a new Macquarie CMA application. Company code 4345.
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Written by Intello Robot
Updated over a week ago

JBWere Data Feed

This page contains instructions for the activation of an JBWere SMSF stockbroking data feed. Do you get a data feed for JB Were? Yes!
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Written by Emily Chandler
Updated over a week ago

Interactive Brokers Data Feed

Does Intello have a data feed for Interactive Brokers?
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Written by Intello Robot
Updated over a week ago

OpenMarkets Data Feed

This page contains instructions for the activation of an Open Markets data feed. Do you get a data feed for OpenMarkets? Yes!
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Written by Emily Chandler
Updated over a week ago

St George Directshares Data Feed

This page contains instructions for the activation of an St George Directshares data feed. Do you get a data feed for Directshares? Yes!
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Written by Emily Chandler
Updated over a week ago