The following data feeds are available in your wealth portal (PRO users only): 28 Degrees MasterCard (Australia) Adelaide Bank (Australia) – Banking Adelaide Bank (Australia) – Credit Card Adelaide Bank (Australia) – Mortgage Advanced Share Registry...
Note: Only the account owner will be able to add bank accounts with data feeds to their wealth portal, advisers and accountants will not be able to do so. Find out How to add a bank account with a manual balance....
Loans, super and portfolio accounts only refresh every 7 days. If you encounter bank accounts not updating, there can be a range of reasons for this occurring. If an account is not frequently accessed then bank accounts will stop updating after a month. Members can...
Yes. At times it can take longer than expected for accounts to link from the bank/institution. While processing is taking place you can continue to use your account or if you finish, log out and your accounts will be linked the next time you log in....
