*This video is an illustration
This article applies to Adviser Representatives (AR) only. If you are a client and wish to take any actions in this article, please contact your adviser or Netwealth.
What is Wealth Exchange?
Wealth Exchange is an online app store that features data integration setup capabilities that will eventually replace the current datafeed forms. There will be a transition period where the forms can be used to subscribe to data integrations as they did prior, but they cannot be used to subscribe to data integrations that are only available through Wealth Exchange. To read the terms and conditions for Wealth Exchange, please navigate to the Wealth Exchange page (described below) and find the link to the terms and conditions on the top right of the page.
How can I utilise Wealth Exchange?
Step 1: Navigate to the Wealth Exchange page from the online portal to Business Settings > Wealth Exchange.
Step 2: Scroll through the data integrations available. From this page you can access information about each data integration.
Step 3: Once you have selected a data integration you wish to add, click the Subscribe button located next to the individual integration.
Step 4: Once you have subscribed to the desired data integration(s), navigate to the Data Integration page, Business Settings > Data Integrations.
Step 5: Use the data integrations page to view all subscribed integrations, as well as refresh. To refresh, select on the integration desired, then use the right hand panel to select refresh to a select or bulk adviser codes.
How can I unsubscribe an integration?
Step 1: Navigate to the Wealth Exchange page from the online portal to Business Settings > Wealth Exchange.
Step 2: Once you locate the integration you want to unsubscribe from, select the three dots next to the Subscribed button.
Step 3: Select the "Unsubscribe" button, this will take you to a pop-up window.
Step 4: Read the details of the pop-up page before clicking the "Confirm" button. You have now been unsubscribed.
Advanced Tip: You can also view XWrap from this page, however XWrap needs to be activated by a licensee user before adviser access is granted as additional fees apply.