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.
Please 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 |
| Asgards |
7 digits followed by "BA01" Do not include "-" from the adviser code provided |
e.g. 1234567BA01 |
| Australian Money Market (AMM) |
only alphabets |
e.g. ABCDE |
| Bell Direct |
6 digits leading with "1" |
e.g. 123456 |
| BT Panorama |
9 digits |
e.g. 201812345 |
| Colonial First Wrap |
6-7 digits If the adviser code contains alphabets, ignore the alphabets and only enter the digits (i.e. do not include the leading ADV). |
e.g. 123456 |
| Commsec Adviser Services |
4-7 digits If alphabets or alphanumeric code is provided, please request for the numeric adviser code from the Adviser. |
e.g. 123456 |
| Dalton Nicol Reid |
6 digits followed by "-" and alphabets or 6 digits |
e.g. 123456-ABCDE or e.g. 123456 |
| Fitzpatrick |
only alphabets Usually related to adviser name |
e.g. SMITHB |
| HUB24 |
8 digits usually begin with a "1"
|
e.g. 12345678 |
| ING Direct |
10 digits beginning with "0" |
e.g. 0001234567 |
| IOOF |
6 digits Adviser Name: Adviser Name for more help see https://dataservices.ioof.com.au/support |
e.g. |
| FinEx |
5 alphanumeric characters |
e.g. ABCD1 |
| 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. |
|
| Managed Account (IAS) | 3-5 digits | e.g. 12345 |
| Mason Stevens | Code contains letters and numbers and generally relates to the Adviser's name. Always enter this adviser code in CAPITAL letters. |
e.g. JSMITH, JSMITH_CLASS, CS_JSMITH_1 |
| Mason Stevens GIS | 6 alphabets followed by 7 digits | e.g. MABCDE0000001 |
| MLC Wrap (Navigator) | 12 digits all numeric, usually ends in 00004, MLC refers to this code as the 'Party ID' | e.g. 1234560004 |
| Morgan Stanley | 3 or 4 alphabets | 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 alphabets followed by a digit | e.g. AB1 |
| Politis Investment Management | Contains alphabets 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 |