Resources

Forms and downloads that can be utilised with our services.

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17 articles in this collection
Written by Kris Kitto and Emily Chandler

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 Kris Kitto
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!
Emily Chandler avatar
Written by Emily Chandler
Updated over a week ago

Obtaining Macquarie esi Details / Keys

esi (external systems interface) is Macquarie's information transfer tool that enables Intello to easily receive bank, wrap and trading data
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Written by Kris Kitto
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!
Emily Chandler avatar
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

Class Adviser Dasboard

Advisers and accountants using Intello's SMSF administration services get access to the industry leading Class Adviser Dashboard
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Written by Kris Kitto
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!
Kris Kitto avatar
Written by Kris Kitto
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 Kris Kitto
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.
Kris Kitto avatar
Written by Kris Kitto
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 Kris Kitto
Updated over a week ago

Intello SMSF Administration Services Guide (PDF)

Intello does not require a PDS for it's services. The Intello SMSF Administration Services Guide document includes all relevant information.
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Written by Kris Kitto
Updated over a week ago

Does Intello have a PDS?

SMSF administration services provided by Intello do not require a PDS, but we have a Services Guide with all relevant information.
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Written by Kris Kitto
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!
Emily Chandler avatar
Written by Emily Chandler
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

Interactive Brokers Data Feed

Does Intello have a data feed for Interactive Brokers?
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Written by Kris Kitto
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!
Emily Chandler avatar
Written by Emily Chandler
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!
Emily Chandler avatar
Written by Emily Chandler
Updated over a week ago