Feature Summary
| Daily Cash Data | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statements | History* |
*This feed supports history on initial activation. The adviser can also request history by emailing DL_XPL_Data_Feeds@hub24.com.au
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
Xplore Wealth accounts often have multiple portfolios per client. You will need to setup a feed against each Portfolio Code found in the client statement.
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Enter the account information as per the statement:
Field Name Field Description Example Account number* This is the Xplore Wealth Portfolio number. Account Number: 2012345 Product Set to "IAS" IAS *This is the Xplore Wealth Portfolio Code as displayed on the account statement.
Do not use the account number beginning with Z or your feed will have issues. - Ensure that you link existing holding accounts (including cash accounts) relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked the system will create new investment accounts which could cause duplication of investment accounts that can be challenging to correct.
Authority Process
New activation requests are suspended.
Note this page exists for historical puposes only. All active accounts shall be migrated to HUB24 account over the next 7 days utilising a new account number. Please refer to Xplore Wealth migration to HUB24 for further details.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |