This article contains a list of adviser Authority Code examples that can be entered into class to establish an adviser authority.
This will enable further automation within your feeds and will not require account authority signatures at the time of feed establishment for your client.
You can refer to How to enter Adviser Authorities in Class to enter your adviser authorities.
| Adviser Name | Adviser Code | Example of Code |
|---|---|---|
| AMP North | 6 digits | e.g. 123456 |
| AMP PPS (Personalised Portfolio Services) |
3-4 digits leading with "AM" or 11 digits leading with "AMP" |
e.g. AM123 or e.g. AMP70300000001 |
| Antares Capital SMA |
6 digits leading with "1" |
e.g. 123456 |
| Asgard |
7 digits followed by "BA01" Do not include "-" from the adviser code provided |
e.g. 1234567BA01 |
| Australian Money Market (AMM) |
all alpha characters |
e.g. ABCDE |
| Bell Direct |
6 digits leading with "1" |
e.g. 123456 |
| Bell Equity Lever | 2 alpha followed by 3 numeric | e.g. JP245 |
| BT Panorama |
9 digits |
e.g. 201812345 |
| Colonial First Wrap EPI 4.3 |
6-7 digits If the adviser code contains alpha characters, ignore the alpha characters and only enter the digits (i.e. do not include the leading ADV). |
e.g. 123456 |
| CFS Edge |
12-13 digits 6 alphabets followed by 7 digits |
e.g. CFSABC0000001 |
| Centric |
The code is in the format FIAAAA followed by a 6 digit number |
e.g. FIAAA123456 |
| AUSIEX |
4-7 digits If alphabets or alphanumeric code is provided, please request for the numeric adviser code from the Adviser. |
e.g. 123456 |
| DNR Capital |
6 digits followed by "-" and alphabets or 6 digits |
e.g. 123456-ABCDE or e.g. 123456 |
|
Expand(MLC) - Insignia |
4 alpha numeric | e.g. A120 |
| HUB 24 EPI 4.3 |
8 digits usually begin with a "1"
|
e.g. 12345678 |
| ING Direct |
10 digits beginning with "0" |
e.g. 0001234567 |
| FinClear(formerly FinEx) |
3 alpha characters (migrated accounts) or; 5 alphanumeric characters |
e.g. ABC or; ABC12 |
| JBWere |
6 digits |
e.g. 123456 |
| Macquarie ESI CMT |
User Name: This feed uses the Macquarie ESI system. |
|
| Macquarie ESI Wrap |
User Name: This feed uses the Macquarie ESI system. |
|
| Xplore Wealth (IAS) | 3-5 digits | e.g. 12345 |
| Mason Stevens GIS | 6 alphabets followed by 7 digits | e.g. MABCDE0000001 |
| Morgan Stanley | 3 or 4 alpha characters | e.g. ABC |
| Netwealth | 6 digits If there is precedent "0", they will need to be included. |
e.g. 001234 |
| Onevue | All alphabets | e.g. ABCD |
| Open Markets | 2 alpha characters followed by a digit | e.g. AB1 |
| Politis Investment Management | Contains alpha characters usually relates to the name of the Adviser. Always enter this adviser code in CAPITAL letters |
e.g JSMITH |
| Praemium |
Adviser Number: 5-6 digits Adviser Email Address: Must match the email address on the Praemium website |
|
| Rabo Direct | 14 characters start with "KAS" | e.g KAS00001AB0001 |
| Russell Investments |
Given Name: First name of the Adviser Surname: Last name of the Adviser Full Name: 12 characters Data Feed Adviser ID: The Adviser, is associated with the Dealer Group. See example. Dealer Group Name: Dealer Group of the Adviser |
e.g Data Feed Adviser ID: AB12KA1000G0 Dealer Group: ABC Pty Ltd |
| DASH | 2-5 digits | e.g. 12345 |
The adviser code is case-sensitive; please ensure that all alphabetical characters are entered in uppercase