How do I set up my HUB24 Integration?

The integrations section allows you to setup and import your HUB24 lists and link them to your client portals (assuming they are an active member on your portal).

Before you begin…

The integration between HUB24 and your portal requires you to have HUB24 EPI credentials. Please ensure you have access to these prior to setting up this integration. 
If you need to set up an EPI Data feed, within your HUB24 account, click on Settings> Adviser> and Setup EPI Login. If you require further information or support, please contact SupportHUB.

Permissions

The sync between HUB24 and the portal occurs at company level, not the individual Adviser Account level. This means all HUB24 client data you have sufficient permissions for 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.

How to set up the HUB24 integration: 

1. In your Partner portal, go to Configure >Integrations. Click the ‘Setup’ link within the HUB24 tile.
   
   
   
   
2. At the setup page, click  +Add new HUB24 credentials
   
   
   
   
3. Enter your Adviser ID, your EPI Login ID and Password. Once completed, press ‘Save’.
   
   
   
   
4. Once your credentials are accepted, you will see the message ‘Successfully connected to HUB24. View Funds’
   
   
5. You can click on the ‘View Funds’ link in the connection message or return to the Integrations menu and click ‘View Funds’ within the HUB24 tile.
   
   
   
   
6. A list of your funds will be shown. The fund Name, Fund ID and details will be displayed.
   
   
   
   

How to link a fund to a client:

1. Find the name of the fund you would like to link to a client.
   
2. Click on ‘Link’ next to the fund name
   
   
   
   
3. In the pop up window, search for the client or entity to link the fund to.
   Select the relevant fund type from the dropdown list and click 'Link'.
   
   
   
   
4. Once linked, the 'Details' link will show next to the Fund ID.
   
   
   
   
5. You can then go to your client's portal to view the account in Super or Portfolios category.
    
   

NOTE:

1. To view the email account linked to a file, click on the ‘Details’ link next to the Fund ID.

2. You can link multiple client accounts to the same fund ID where applicable. Simply follow the instructions on 'How to link a fund to a client' to link second or subsequent client accounts. Each client account linked to that fund will appear within the 'Details' area.
3. Lists are refreshed automatically weekly, but It is important to click on the ‘Refresh Fund list’ icon manually if a new client is added in HUB24 and you want to work on it right away.