Authority Process - Account Holder

  1. Download the authority form 
  2. Print the authority form and arrange for your client to complete and sign the form.
  3. Send a copy of the signed form to admin@intello.com.au or upload it via the Intello Portal
  4. Send the original signed copy of the form to: service@openmarkets.com.au 

Authority Process - Adviser

Email service@openmarkets.com.au (CC admin@intello.com.au ) the following:


Hi OpenMarkets Team,

Please activate the Class Data feed for the following accounts:

Account Name                               Account No
........................................................       .............................

My adviser number is XX1* 

If you have questions please contact me.


*Please insert your correct adviser number.  It's important that Intello is provided with your adviser number as this is required for us to receive the OpenMarkets data feed.

An OpenMarkets administrator can locate the adviser code via logging into Pulse Back Office and viewing details under Manage Users.

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
  • Electronic signatures are accepted

*Historical trading reports can be downloaded as .csv from Pulse Back Office and emailed to admin@intello.com.au for transactions that occur prior to the activation of the data feed. 

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