To enable the Class or BGL data feed at a per-client level (rather than in bulk), please follow the steps below:
1. Login to the Adviser platform and select ‘My Clients’
2. Under ‘Active Accounts’ navigate to the client you want to turn the feed on for and select the drop-down menu on the right-hand side in line with their account name.
3. Select ‘Manage Data Feeds’:
Class: Tick the box to enable the data feed for Class:
BGL: Tick the box to enable the data feed for BGL. This will generate a unique token for that specific client, that you will need to input into the ‘Account ID’ field in the client account in BGL:
For further assistance, please contact our Adviser Services team at adviserservices@selfwealth.com.au or your Business Development Manager.