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:

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:

In-Direct Bank Account Data Feeds

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
  • Australian Money Market - AMM
  • Beacon Wrap Service 
  • Bellmont Securities  
  • BT Panorama
  • BT Wrap 
  • Colonial First Choice  
  • Colonial First State (CFS)
  • Colonial FirstWrap 
  • Crestone Wealth Management
  • DNR Capital (Dalton Nicol Reid)  
  • Elston
  • Encircle Portfolio Service
  • Fixed Income Investment Group Securities - FIIG
  • Fitzpatrick  
  • Fortnum eClipse UMA
  • HUB24
  • Implemented Portfolios  
  • Investment Exchange
  • IOOF
  • Macquarie Equity Lever  
  • Macquarie Private Portfolio Management MPPM
  • Macquarie Vision
  • Macquarie Wrap 
  • Managed Accounts - IAS
  • Mason Stevens
  • MLC Navigator
  • MLC Wrap
  • Momentum
  • Netwealth Investments
  • Northhaven Wrap
  • Oasis
  • Omniport Wrap Service
  • OneVue  
  • Ord Minnett PARS  
  • Patersons Accolade
  • Premium Choice
  • Praemium including Blackrock
  • Politis Investment Management
  • Russell Investments
  • Symetry Portfolio Service
  • Vantage Portfolio Solutions

*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
  • Amscot Broking
  • ANZ Share Investing
  • Baillieu Holst  
  • Baker Young Stockbrokers
  • Bell Direct
  • Bell Potter Securities
  • Bendigo Invest Direct
  • Beulah Capital
  • BOQ Trading
  • Burrell Stockbroking
  • Cashel House
  • CMC Markets
  • CCZ Statton Equities
  • Chancellor Portfolio Services
  • CommSec
  • Commsec Adviser Services
  • Crystal Wealth Partners
  • D2MX
  • Directshares (St George)
  • DJ Carmichael
  • Evans and Partners
  • Euroz Securities
  • Fernshaw Securities
  • FinEx Stockbroking (Formerly Lonsec )  
  • First Prudential Markets
  • Gleneagle
  • Hanuman Private Wealth
  • HK Securities
  • JBWere
  • Kinetic Securities
  • Macquarie Online Trading
  • Macquarie Prime
  • Macquarie Private Wealth  
  • Morgans
  • Morgan Stanley
  • nabtrade
  • One Trade Stockbroking
  • OpenMarkets
  • 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
  • St George Directshares
  • Taylor Collison
  • The SMSF Club
  • Trend Investment Services
  • UBS
  • Wentworth Group
  • Westpac Online Investing
  • William Shaw Securities
  • Wilson HTM

If the broker you are utilising is not shown below, please contact us.

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