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How to set up your Netwealth integration

A step-by-step guide on how to set up the Netwealth integration in your partner portal. Before you begin… Before you set-up this integration, we’ll need you to fill out this form and send it to contact@netwealth.com.au to enable the feed for myprosperity....

How to set up your HUB24 integration

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...

Linking Class Super funds to your clients

Once you have setup your feeds from the Setup menu, you can now start connecting the funds to your clients 1. Click on Feeds from the top menu again, then the Funds link. On this page you can manage and view accounts and link the funds to your clients in your portal....

Adding your Class Super data feed

The Feeds section allows you to setup and import your Class Super SMSF lists and link them to your clients (assuming you they are an active member on your wealth portal) Navigate to Configure > Feeds on the side panel navigation menu Select the setup link. At the...