The integrations section allows you to setup and import your IOOF Group client list and link them to your client portals (assuming they are an active member on your portal).
Before you begin…
Before connecting the integration, you must register the new IOOF Group datafeed. To do this, follow the steps below:
1) Sign into IOOF online (Adviser and Dealer Group login)
2) Once signed in to IOOF Online, at the top right corner of the page, click the adviser name and select 'My account'.
3) In the 'My online profile' area under the datafeed settings, click the button and follow the instructions to enable the datafeed.
For further information or Support regarding these steps, please contact IOOF Group.
Permissions
The sync between IOOF and the portal occurs at the adviser level, not the firm level. This means only client data you have sufficient permissions for in IOOF will be imported when you enable the connection.
What data gets imported?
Once it is set up and linked, the portal will import your clients’ portfolio information and/or super balances. A read only view of your clients’ holdings, transactions and details will be displayed.
Note: Transactions are only viewable in the Wealth area under the asset, not in the Cashflow area.
To link your IOOF Group account:
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In your Partner Portal, visit 'Configure' > 'Integrations' and click 'Setup' within the IOOF Group Integration.
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At the setup page, enter the following credentials:
Adviser ID = 'IPS' followed by the 4 characters of your adviser code
Login = IOOF Online username
Password = IOOF Online password
Click 'Save'.
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Once your credentials are accepted, you will see the message ‘Successfully connected to IOOF feed'.
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Return to the Integrations area and click 'View funds'.
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A list of your funds will be shown. The fund Name, Fund ID and linking status will be displayed.
To link an IOOF Group fund to a client:
- From the IOOF Group fund list, find the name of the fund you want to link to a client and click 'Link'.
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A pop-up window appears. Search the client/entity to link with the chosen fund, set the fund type and click 'Link'.
- Once linked, in the fund list area in addition to 'Link', you will see a 'Details' button in the status column.
By clicking 'Details' you will see the Client/Entity name and email address that the fund has been linked to. - Once the fund has been linked, you can go to your client's portal and view the account in SMSF or Portfolios in the Wealth section.
NOTES:
- To view the email account linked to a file, click on the ‘Details’ link in the MP account column in the feeds page.
- It is important to click on the ‘Refresh Fund list’ icon regularly as new clients are added in IOOF often and will appear in the portal only after you have refreshed the environment. The system will show "updating fund list' when processing.