How do I set up Data Feeds as a direct client?

Data feeds are integrations that allow client data to be shared to the Netwealth platform. Wealth Exchange is Netwealth’s online app store where advisers can subscribe to data feeds to third party software and other subscription services but is only available to financial advisers. 

If you are a direct client and do not have a financial adviser, you can set up data feeds by following the below instructions:

1. Check with your accountant to make sure they have access to BGL 360, Class Super, or SuperMate data feeds.
2. Complete our Direct Client Data Feed Application form located on the General Forms page.
3. Upload the completed form via Activities & Tasks > Document Upload.
4. Your accountant may need to enter code 003000 along with your account number to access the feed.