FirstNet Adviser help

Data feeds allow you to extract information on your clients' investment holdings and transaction details. This information can be loaded into financial planning software such as ProPlanner, VisiPlan, Xplan or PLATFORM PLUS.

To download a data feed:

1. Log in to FirstNet Adviser using the link provided on the email notification. After login you will be automatically taken to the Data feeds page.
2. Click the Download link to the right of the file to save the file to your computer. The latest file will be available at the top of the list. The last twenty data feed files will be available from this page.
3. You will then need to start your financial planning software and upload the file.
   

When you have submitted your request for a data feed we will send your request for processing.

Data feeds will take approximately one hour to generate during business hours (Monday - Friday, 8.00am - 7.00pm, Sydney Time). During the busy periods at quarter ends, it may take up to twenty four hours to generate your data feed. Data feed requests can be submitted at any time every day.

The file will be emailed to you within 3 working days.

There are two ways of extracting a data feed:

1. Click the 'Bulk account and transaction information' link on the FirstNet Adviser home page (below My clients); or
2. Select Reporting from the top navigation menu and then select 'Data feeds' from the left navigation menu.

To extract data feeds using CFS Data Feed:

1. From the data feed extract page, select 'CFS Data Feed' from the drop down list.
2. Confirm your email address.
3. Click Submit.

Note: Your email address is used to notify you when the data feed file is ready for download. The email address is populated with your email address that we have on record however you can change this address for the notification of CFS data feed files. Changing the email address will not change your official email address on Colonial First State’s systems.

If you need to be set up to receive CFS data feeds, please contact us.

To extract data feeds using VisiPlan:

1. You will need to register with IWL by calling IWL Registrations on 1300 135 753 to request that Colonial First State Investments client information can be delivered to you.
2. Once you have registered with them, Colonial First State will automatically send the relevant and appropriate file information to them on a daily basis which you can access via the IWL VisiTrustedNetwork (VTN).

 To extract data feeds using Xplan:

1. You will need to contact Xplan Technology on 1300 130 069 to request that Colonial First State Investments client information can be delivered to you.
2. Once you have registered with them, Colonial First State will automatically send the relevant and appropriate file information to them on a daily basis which you can access via Xplan.

 To extract data feeds using PLATFORM PLUS:

1. You will need to register with PLATFORM PLUS by calling 07 5479 3574 and Colonial First State will deliver the information back to PLATFORM PLUS.
2. Once you have registered with PLATFORM PLUS, Colonial First State will automatically send the relevant and appropriate file information to your dealer group, and you will be able to access this information via your PLATFORM PLUS Application.