Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing DL_XPL_Data_Feeds@hub24.com.au

Xplore Wealth accounts often have multiple portfolios per client. To properly configure an Xplore Wealth feed, the below process must be completed for each Portfolio Code, in effect creating multiple feeds for the one client account. 

Configuration Process 

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed 

1. 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.
   Please do not use the account number beginning with Z or your feed will have issues.
   
   

2. 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

1. The Adviser is required to send an email to: 
   Email: adviser.service@managedaccounts.com.au
   With the following text:
   
   Dear Xplore Wealth,
   Can you please set up the Managed Accounts (Xplore Wealth) data feed to Class Super for the following Adviser:
   

   Adviser Name	Adviser ID
   ...................	..........................

   
   Kind Regards,
2. Under Configuration set up in Class, select the adviser from the drop-down.
   

   If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.

3. Change the status of the feed to "Waiting on Provider"

Note: The data is expected to start loading automatically within 10 business days.

Supported Electronic Signatures

No electronic signatures are supported by this provider.