Search Results

Looking to set up data feeds access for your accountant or advisor? 

Please fill out the third party authority form for data feeds access and email to invest@investsmart.com.au

We have dedicated feeds for Xplan, Class, Praemium, IDS super, BGS, BGL and Complii - however this list is constantly evolving so feel free to reach out if you use a different platform and we can investigate further. 

To set up a third party authority request for your accountant, advisor or auditor, we require you to fill out the following form and email to invest@investsmart.com.au

Third party authority form 

Please note, we are unable to provide full-access to a third party to make allocation changes, withdrawals and other portfolio actions. This does not apply to power of attorneys.

You can generate a Cash Transactions Report and other reports online in PDF or CSV format.

Log in and go to Reports.

You can generate the following:

• Investment Portfolio Report: Provides a valuation of the portfolio as of 30 June for the financial year chosen

• Cash Transactions Report: A cash transaction statement for the date range selected

• Investment Income Report: Shows dividends received and franking information

• Realised Capital Gains Report: Shows capital gains/losses that have occurred

• Unrealised Capital Gains Report: Shows capital gains/losses that have not yet occurred or been realised.

To simplify your account, you can provide your accountant or adviser access to your account information via a Third Party Authority Request.