A step-by-step guide on how to set up the Netwealth integration in your partner portal.
- Click Feeds in the top navigation
- Find Netwealth under Fund feeds and click on Setup
Step 1: Netwealth Setup Page
On your setup page, enter your Netwealth Adviser ID and click Save
Step 2: Link user
In order to view the funds available, go to Feeds, find Netwealth and click View Funds. You should find a list of all your funds from Net Wealth. If the list is empty, please check again in 5 mins.
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.
If a user is found, the fund will be linked to the account and you will see a confirmation. (left)
This Netwealth fund is now linked to the user.
Step 3: View fund
Go back to your client list, search for the account you’ve just linked and click on the View icon.
Expand mywealth > Portfolios/Super, then look for the fund you’ve just added. It takes around 5 minutes for the fund’s data to be populated in the account.
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.