Datafeed Setup | Adding Australian Retirement Trust (ART) Adviser Mapping

This information was sourced from the ART webpage Getting started + Enabling Data Feeds as of April 2023, for more current information on how to set up your ART datafeed, please check the link. 

Getting started

How do I get access to Adviser Online?

To get access to Adviser Online, you’ll need to Register as an adviser with Australian Retirement Trust.

 View the Adviser Registration Terms and Conditions.

Once your registration is approved, you will receive access to Adviser Online. Approving your registration typically takes two business days.

Adviser Online log in process

To log in to Adviser Online you will need to enter your username (personalised work email) and password.

AOL login screen

As a security measure, you will also be required to confirm your identity by receiving and confirming a verification code sent to one of your recorded email addresses or mobile numbers. 

Note: You’ll only be asked to enter this code once a day for each computer or device.

Verify your identity

Verification code field

How do I view my client’s details in Adviser Online?

Adviser Online allows you to view the details of clients who have an account in our Super Savings product offering, and where you have established an authority in our system.

How do I reset my password for Adviser Online?

Give us a call on 13 11 84 8.00am-7.30pm AEST/AEDT Monday to Friday and we’ll reset your password.

 

Enabling Data Feeds

The following section will outline how to enable a data feed within Adviser Online.

Once you've successfully logged onto Adviser Online and you can see your active client list, follow these steps to enable the data feed:

  1. Click on the Data feed button, found on the top right hand corner
  2. Choose your advice software
  3. Enter your advice software username
  4. Choose a password that meets the minimum requirements as prompted on the screen, then confirm this password
  5. Click on generate and you will be provided an adviser code. This code needs to be entered into your advice software in the appropriate location along with the password you set in step 4. 

Once you have completed these steps, you will be able to generate Data feed consent forms for your clients. You will need to submit a Data feed consent form signed by your client in order for the clients' account information to be sent via the data feed. The Data feed consent form can be found in the Start transactions tab of Adviser Online and will only become available after you have enabled your data feed.

 

Updating your data feed request

Once you've enabled your data feed, you will be able to return to the "Enabling data feed" page of Adviser Online if you need to see the adviser code we have given to you for your data feed, or to do any of the following activities:

  • Disable your data feed

Simply check the box 'Disable my existing data feed' and 'Submit' in order to cease your data feed.

  • Re-enable your data feed

Follow the same process as above for enabling the data feed. Your data feed will commence within 48 hours.

  • Update your advice software username

Simply update the advice software username you have previously provided us and 'Submit' so we can update your credentials and recommence sending your data feed. Your data feed will continue as normal. 

  • Change the password for your existing data feed

Simply enter the new password, confirm the new password, and 'Submit'. Then input this new password into your advice software. Your data feed will continue as normal. 

 

 

Updating on Xplan

To use the initial balance feature, Navigate to the button > Integration > System Datafeeds

From System Datafeeds page, click Mappings > Advisers

The 'User' that the Adviser Mapping is added against will be the 'Vendor Adviser, it is best practice that the user selected is the 'Client Adviser' in Xplan.

When the correct user is selected, click Add Mapping.

Select Australian Retirement Trust as the Provider,

ART require the following details to establish datafeeds;

Adviser Name (Adviser Name as registered with Provider, if it is different to the Xplan user name)

Adviser ID (12 Alphnumeric Characters. eg. 230ABC123D45).

Password created in previous steps.

Enter a comment with you name, date added, this will be useful for troubleshooting at a later date.

Click

The ART datafeed will appear as a line item under the user it was added against, the new/updated adviser mapping can take 24-48 hours to register with IressNet

 

Published by Garrett White