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A step-by-step guide on how to set up the HUB24 integration in your partner portal.


Step 1: HUB24 Setup Page

In your partner portal, select Feeds > HUB24 Setup. This will take you to a page that will prompt you to Add HUB24 funds.

You will be prompted for your HUB24 credentials.

Once the fund has been added you will see this message: “Successfully connected to HUB24 feed.”


Step 2: Link user 

In order to view the funds available, go to Feeds > HUB24 Funds. Identify the fund you would like to link to a user and select Link.

 

You will be prompted to enter the clients’ email address. Please ensure that you use the email address that your client uses to log-in to their wealth portal.

Select Search.

If a user is found, the fund will be linked to the account and you will see a confirmation. (left)

This HUB24 fund is now linked to the user.


Other common questions…

What happens if I’ve linked a fund to the wrong user?

To unlink a fund, go to your client list and View the user account. Next, go to the mywealth section and delete the fund from the list. Having done so, the Link option will become available again for the fund.