Support

For the latest Release Notes, please refer to the items in the Biznews Hub.

  • How do I invite a Client?
    Adviser information

    1. To invite a new client, you have to be an administrator or an adviser. A client cannot invite another client. Once you are logged in as to your administrator or adviser dashboard click on the +Invite buttton and select “client”.

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    2. You will be prompted to complete the fields and once complete select “send invite”. If you have multiple product types within your account you will need to also choose the right pathway of product you wish to invite your client to; e.g Lite or Pro in the example

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    3. The invited client will receive an email with a link to register. Once registration is complete, the status of the client will be updated based on the status that the client is current in. The status of the client can be either 1. Invited: Invited, but not yet registered 2. Active: Client has created their account and data is available To change any of the client’s details, status or products from the administration, adviser portal click on the menu tab located next to the clients status and a pop up will appear.

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  • How do I view the Client Dashboard?
    Adviser information

    1. To Access the client dashboard click on the Individual Clients Tab from the administrator or adviser portal. Once you have found the client in question click on the “View as…” hyperlink and this will direct you to the client dashboard. The access you have is “impersonation” access meaning you can edit, change and administer the clients account in other words “read, write access”. To switch or go back to your admin dashboard, click on the Switch Back button at the top right of the screen.

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    2. There is also a “search bar” located at the upper left of the screen to search for clients faster

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  • How do I view my Adviser Reports?
    Adviser information

    1. To Access the adviser or administrator reports click on the ‘Across Client” tab as an adviser. This will display the available reports for your clients. If you are an administrator you will also have an additional function called “Across Advisers” which provides a summary of your advisers and clients reporting.

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  • How do I change the Adviser linked to a Client?
    Adviser information

    1. At times, business circumstances may change and thus a client may need to be associated to a different adviser within the practice or business. To change the associated adviser of a client locate the client in question from the adviser or admin dashboard and select the “settings” function from the function menu next to the client status.

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    2. A new window will appear with the client details. Click on the drop down menu labeled “Adviser” and a list of advisers will appear. Select the new adviser and click Save.

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  • Calculate and Set Bill Amounts for a Budget
    Budget

    1. Access your budget by clicking on Your Goals & Budget at the top of the screen 

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    2. Scroll down to view the budget category group tiles

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    3. Locate the category group you wish tot set a bill amount for and click on the edit (pencil) icon to view the categories

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    4. Enter the amount for the bill in the amount field for the relevant category, e.g. Online Services and set the frequency at which this amount must be paid. If there is already an amount in this field, add the bill amount to this value. If you have quarterly, annual or period bills and your always falling short then follow this guide. Example (Quarterly Instalment): I have quarterly council rates for $600. It is May and the next instalment is due in two months. The amount you budget for the next two months is $300 p/m. When you pay the bill, the following quarter will be $600 / 3 months i.e. $200. This way your budgeted amount will be accurate for the first two and consecutive months. Example (Annual Bill): I have annual membership for $1,200. It is May and the next instalment is due in nine months (January the following year). The amount you budget for the next nine months is $133 p/m. When you pay the membership in January, the following year  you will need to update your budget amount to $1,200 / 12 months i.e. $100 p/m. This way your budgeted amount will be accurate for the first nine months and consecutive years from a cash flow perspective.

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    5.Once you have updated the category value, click Save to update the budget, or cancel to close the category group without saving the changes. The budget and Remaining figures for the category will update as you enter the figures to show you what they would be if the changes were saved. 

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  • Create a Budget
    Budget

    1. Access your budget by clicking on Your Goals & Budget at the top of the screen. 

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    2. A budget will be created based on your last 90 days of transactions when you first begin to link financial accounts and transactions. As more and more transactions are fed in your budget does not auto-calculate. NOTE: It is good practice to ignore the first auto budget that is created by the system. Instead focus on categorising all your transactions, creating relevant rules, and ensuring your transfers are correct. Once this is complete then proceed to your budget.

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    3. To manually create your budget, click on the pencil icon for each category group to display the individual categories. Enter the required values and frequency and click Save to update the budget, or cancel to close the category group without saving the changes. The budget and Remaining figures for the category will update as you enter the figures to show you what they would be if the changes were saved.

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    4. To automatically create your budget using your transaction history click the Budget Options menu and select Recalculate.

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    5. In the Recalculate pop up window select the number of months’ worth of historical transactions you wish to base your new budget on and click Recalculate.

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    6. The system will update your budget figures based on the historical transactions and provide a Success message once complete. It is good practice to review your updated budget, checking the amounts against each category to make sure there are no anomalies or unexpected budget values.

  • Edit a Budget
    Budget

    1. Access your budget by clicking on Your Goals & Budget at the top of the screen

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    2. Scroll down to view the budget category group tiles

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    3. Locate the category group you wish to set a bill amount for and click on the edit (pencil) icon to view the categories

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    4. Enter the amount for the bill in the amount field for the relevant category, e.g. Online Services and set the frequency at which this amount must be paid.

    If there is already an amount in this field, add the bill amount to this value.

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    5. Once you have updated the category value, click Save to update the budget, or cancel to close the category group without saving the changes. The budget and Remaining figures for the category will update as you enter the figures to show you what they would be if the changes were saved. Editing a budget category will only update the current and future months, not past months.

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    6. To view the transactions that relate to a spend in a specific category group, click on Show active categories then click on the Magnifying lens icon at the right hand end of the category group.

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    7. The transactions screen will open with a filtered list of the transactions that make up the spend in the category group that was selected. No transactions will be returned if there is a zero spend or for scheduled calendar items. To return to the budget screen, click on the back arrow beside Your transactions at the top left of the screen. 

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  • Export a Budget
    Budget

    1. Access your budget by clicking on Your Goals & Budget at the top of the screen.

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    2. Click the Budget Options menu and select Export to open the Export pop up window. 

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    3. Select the export format (CSV, PDF or Excel) then click Download. 

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  • Create Scheduled Budget Items
    Budget

    1. Scheduled budget items allow you to create items which only occur in a month. For example, you might pay your car registration every six months, meaning you can allocate the item to the correct months within your budget.

    2. Access your budget by clicking on Your Goals & Budget at the top of the screen.

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    3. Click on View Calendar, from the top right of the screen.

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    4. From the calendar pop up window click on the date you wish to create a scheduled item for. You can navigate through the calendar using the Prev and Next buttons or the drop down options. To return to the current month, click on Go to today.

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    5. On the date window, click + Add a new calendar item.

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    6. Populate the fields in the expanded window:

    • Item name – Enter the name for this calendar item
    • Select a category – Choose the relevant category from the drop down list
    • Amount – Enter the amount. You do not need to enter the negative sign for expense amounts. If an expense category is selected the system will automatically assign the negative sign
    • Include in budget – Check this box to include this calendar item in the budget in the month it is scheduled to occur
    • Repeat – Select the frequency at which to repeat this item from the drop down list

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    7. Click Add Item to save the new scheduled item in the calendar or Cancel to close this window and discard the changes.

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    8. If Include in budget was checked the scheduled item will now be visible in the budget under the selected category group within the month the item was scheduled. Click on the pencil icon for the category group to view the scheduled item. It will appear underneath the area where a manual value can be entered. If the item is scheduled to repeat, it will reappear in the budget at the selected frequency.

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    9. The scheduled item can also been seen if Show active categories is selected and will be designated by the calendar icon preceding the value.

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  • Rollback a Budget
    Budget

    1. Access your budget by clicking on Your Goals & Budget at the top of the screen.

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    2. Click the Budget Options menu and select Rollback.

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    3. From the drop down list, select the relevant month to rollback your budget to, then click Rollback.

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    4. The system will apply your existing budget to all months back to the month that has been selected and provide a Success message once complete.  

  • Add a Calendar Event
    Calendar

    1. Click on the Your Goals and Budget link from the top menu

    Top Menu

    2. Click on View Calendar to display the current month. - Use the drop down menus or the previous / next arrows to change the month and year if required

    Calendar

    3. Click on a date to open the date window and select Add a New Calendar Item. - Click Back to Calendar to choose a different date

    Calendar Day Selected

    4. Enter the description, category and value. Select the frequency from the Repeat drop down menu. Tick Include in Budget if you wish the amount to be included in your budget. Once complete, select Add Item.

    Calendar Create an Item

    5. From the date window, you can edit or delete the new calendar item or add another new item. - Click Back to Calendar to choose a different date - Click anywhere outside of the date window to close it

    Calendar Item Created

    6. If you ticketed Include in Budget, the calendar item can be viewed as a scheduled event at the bottom of the calendar.

    Calendar Scheduled Budget Item
  • Edit a Calendar Event
    Calendar

    1. Link to creating a scheduled budget item. 2. To edit an calendar event, locate the event date in which the event is scheduled on. For example 24th May 2018

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    3. Click on the Pencil Icon [left of the trash can] and a pop up window will appear. Once you have made your changes, select SAVE Item.

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  • Export Calendar Events
    Calendar

    1. To export your calendar events, click on the “View Calendar” tab from the Goals and Budget Screen. This will expand the calendar

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    2. Click on the “down arrow” next to the MM/YYYY drop down menu

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    3. A PDF export format will be downloaded. Make sure your browser allows downloads otherwise you may need to allow “allow downloads” from the software

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  • What is the entities feature?
    Entities

    Entities is a new feature within the Moneysoft platform, which allows users to group and apportion assets and liabilities into distinct groupings. This could be across members or a household, or by separating personal and business/es to make for easier accounting, monitoring and reviewing of account related information.

  • What should be assigned to entities?
    Entities

    Financial Accounts, Properties and Other Accounts (items) can all be assigned to an entity.

    The percentage value of that item can then be apportioned to allow for an account to be either wholly assigned to one entity (100%) or, shared across two or more entities (split portions totaling up to a maximum of 100%).

  • How do I create an entity?
    Entities

    Entities are managed from the Entities tile on your My Account page. Follow these steps to create an entity:

    1. Click on Edit Entities or the ‘Settings’ (Gear) icon to start creating your new entities.

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    2. Click ‘Create a New Entity’ and enter the Name you wish to call it. For example, it could be a Trust or Business name, the name of a family member or something else that will allow you to quickly recognise the relevance of the items associated with it.

    3. Click the tick mark to save the new entity or the X mark to cancel.

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    4. To add items to an entity, click on the pencil icon and from the Edit Accounts drop down list choose the financial account or property container and then the required item.

    5. Then set the percentage you wish to assign to this entity (eg. 50%) and click save to add the item to the entity or cancel to return to the edit screen.

    Please note: You can continue to add more items using this same process. It is also possible to change the name of the entity at this stage, if you wish to.

    6. Once you have completed adding items to the entity, click the tick mark to save it.

    7. When you have finished creating or editing all of your entities, click on the tick mark in the top right of the entities tile to save them all.

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  • Changing my entities
    Entities

    The percentage values within an entity can be changed at any time, by selecting the pencil icon and selecting the Edit Accounts option again.

    From here return to the appropriate financial account or property container and edit the percentage value.

    Remember the total percentage value for the item cannot exceed 100%, so you may need to reduce the percentage elsewhere before increasing it.

  • What if I wish to delete an entity altogether?
    Entities

    If an entity is no longer required, it can be easily deleted by clicking on Edit Entities or the Settings (Gear) icon and then the trash can icon beside the entity you wish to remove.

    Choose Delete to complete the removal process or cancel to return to the edit entities screen.

    Please note: The items within the deleted entity will remain within Moneysoft, but the percentage value that was previously apportioned to that entity will now be available for reassignment.

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  • Reporting on entities
    Entities

    Once you have created your entities, you will be able to filter the reports on the dashboard and your transactions list according to each entity.

    On both screens, there is an Entity drop down list.

    Choose the entity you wish to display your reports or transactions for and the page will refresh and return the appropriate filtered view.

  • How do I link my financial accounts?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 6

    2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

    Manage Linked Accounts 3

    3. Select the financial institution you wish to link accounts from.
    - Either use the search function to return or scroll through the pages using the left and right arrow buttons at the bottom of the page

    Financial Account Search 1

    4. On the financial account pop-up window, click Link Some Accounts.
    - Select cancel if the wrong financial institution was selected

    Financial Account Pop up Window

    5. From the list of account types, select the one that matches the account to be linked, e.g. banking, credit card, loan, investments, etc.
    - Selecting the wrong account type will result in account linking failure

    Financial Account Container Options

    6. Enter the financial account log in credentials and click Confirm.
    - This must be done exactly as if logging into the internet banking site for this account
    - Entering the incorrect log in credentials will result in account linking failure

    Financial Account Credentials Window

    7. A confirmation window will appear, before returning to the financial institution search window.
    - All financial institutions will appear as tiles above the search bar
    - The number to the left of the three dots indicates the number of accounts currently being linked
    - This number will change during the linking process depending on the number of accounts associated with the account type being linked

    Financial Account Search

    8. Clicking on the down arrow on the financial institution for the recently linked account will show the current progress.
    - Once the financial accounts have been linked and the transactions uploaded, the refreshing message will be removed
    - This can take up to 24 hours depending on the financial institution, but is normally complete within ten minutes
    - If the account fails to link an Error Icon will appear on the tile providing some feedback on the reason why it failed

    Financial Institution Expanded 1

    9. Once all accounts from all financial institutes have been linked, you can begin viewing your transactions, setting up your budget and goals, etc.

    Transactions Page 1
  • How do I update my secondary authentication for my financial account?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 10

    2. Click on the three dots to the right of the financial account you wish to edit the credentials for.
    - This only needs to be done once per account type, i.e. Loan, Banking, Credit Card, etc.

    Edit Credentials MFA 03

    3. Enter the financial account log in credentials, select the correct response from the drop down option menu at the bottom then click Submit.
    - This must be done exactly as if logging into the internet banking site for this account
    - Entering the incorrect log in credentials will result in account linking failure
    - Some financial institutions have an option for secondary authentication. Only select yes if you use this feature to log into your internet banking site
    - Some financial institutions use more than one form of secondary authentication, e.g. HSBC. Selecting the incorrect option will result in account linking failure

    Financial Account Credentials Window MFA 1

    4. Wait for the token field to appear.
    - Before the token code will appear, the system must first confirm that the correct account container has been selected and the correct log in details entered. If either of these are incorrect the account linking will fail
    - This process may take a couple of minutes to complete

    Financial Account Credentials Window MFA Linking 1 1

    5. When the Secondary Authentication window opens, enter your secondary information into the field and click Submit
    - Secondary authentication could be a token or SMS code, password or answer to a security question
    - Enter your secondary authentication within the first 8 - 10 seconds to allow sufficient time for it to be received and processed by the financial institution before the timer runs out

    Edit Credentials MFA 02 1

    6. Wait for the account to complete the linking process.
    - If the secondary authentication is not entered quickly enough the account linking may fail
    - Slow internet speeds, interruption to the connection or entering the incorrect details will also cause the account linking to fail
    This process may take a couple of minutes to complete

    Financial Account Credentials Window MFA Linking 1
  • How do I edit my financial account credentials?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 1

    2. Click on the three dots to the right of the financial account you wish to edit the credentials for.
    - This only needs to be done once per account type, i.e. Loan, Banking, Credit Card, etc.

    Financial Account Options Menu Edit Credentials

    3. Enter the financial account log in credentials, then click Submit.
    - This must be done exactly as if logging into the internet banking site for this account
    - Entering the incorrect log in credentials will result in account linking failure

    Edit Credentials

    4. Wait for the account to complete the linking process.
    - This process may take a couple of minutes to complete

  • How do I link a manual financial account (CSV upload)?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 4

    2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

    Manage Linked Accounts 1

    3. Select the Manual Data Account option.
    Either use the search function to return or scroll through the pages using the left and right arrow buttons at the bottom of the page

    Financial Account Search Manual Data Account

    4. On the Manual Data Account tile:
    - Enter the name you wish to call the account
    - Set the account type (Banking, Credit Card or Loan)
    - Upload or drop the CSV file containing the transaction data
    - Click Save to create the manual account or Cancel to return to the accounts page
    The CSV file used to create the manual account, must follow the standard format. Click here for the template.

    Manual Data Account Tile 1

    5. Common problems associated with CSV files include:
    - Using or saving the file as the wrong format, e.g. changing the format from CSV to an Excel file (XLS)
    Not entering the data into the CSV template in the same format or order, e.g. placing the credit and debit values in the incorrect columns, or changing the date format from d/mm/yyyy to d/mm/yy, mm/d/yy, d-mm-yyyy or some other combination different from the template

    Manual Data Account Tile

    6. To set the account balance:
    - Click on the three dots opposite the account name and select Edit Account
    - Type the balance into the Account Balance field
    Click Save

    Manual Data Account Tile Created

    7. Once the manual data account has been created, you can begin viewing the transactions.
    Transactions uploaded from a CSV file will not be categorised. This must be completed manually.

    Manual Data Account Set Balance
  • How do I link a financial account with Sample data?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 3

    2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

    Manage Linked Accounts

    3. Use the Search function to locate the Moneysoft Sample option.

    Moneysoft Sample Search

    4. On the financial account pop-up window, click Link Some Accounts.
    - Select cancel if the wrong financial institution was selected

    Sample Account Pop up Window
  • How do I unlink my financial account in Moneysoft?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 8 v2

    2. Locate the financial account you wish to unlink, click on the three dots to the right of the account name to open the options menu and select Unlink Account.
    - Unlinking your financial account will result in all transaction and balance data history for the account being removed immediately from Moneysoft
    - This data history cannot be retrieved

    Financial Account Options Menu Unlink Account 1 

    3. A confirmation window will open.
    - Click Cancel to stop the unlinking process and return to the manage accounts page
    - Click Unlink to remove the financial account from your Moneysoft account

    Unlink Account Confirmation Window v2
  • How do I close my financial account in Moneysoft?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link

    2. Locate the financial account you wish to unlink, click on the three dots to the right of the account name to open the options menu and select Unlink Account.
    - Unlinking your financial account will result in all transaction and balance data history for the account being removed immediately from Moneysoft
    - This data history cannot be retrieved

    Financial Account Options Menu Unlink Account

    3. From the confirmation window select Close to close the account, or Cancel to stop the process.
    - Closing the account will set the account balance to zero and stop the account from being updated, but will retain all transactions and balance history in Moneysoft
    - Closed accounts cannot be reopened

    Financial Account Close Confirm
  • How do I edit my other accounts?
    Financial accounts

    1.Click on your account name at the top right of the screen and select My Account.

    My Account Link 2

    2. From the Other Accounts module click on the three dots to the right of the account and select Edit Account.

    Add Other Account Edit Option

    3. In the pop-up window, you can edit:
    - Name
    - Current Value
    - Credit / Debit
    Click Save to update the account, or Cancel to close the window without saving the changes. Note: You cannot change the account type. If this needs to be different, you will need to unlink the original account and add a new one.

    Add Other Account Save Edited Account

    4. The edited account will now appear in the Other
    Accounts module.

    Other Account Module
  • How do I change an account name?
    Financial accounts

    1. Click on the My Account from your profile icon

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    2. Scroll down to Linked Accounts tile, and click on the “Three dots" Options Menu and select Manage Linked Accounts

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    3. Select the institution in which the account is organised by and click on the expland menu item

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    4. Find the account you wish to edit the name of and click on the “Three dots" Options Menu

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    5. Click on “Edit Accounts” from the menu list and

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    6. Click on the Account Name line and your edit text cursor will activate

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    7. Type in your new account name and when complete click Save to save changes.

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  • How do I set a financial account to balance only?
    Financial accounts

    1. Click on the My Account from your profile icon

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    2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

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    3. Select the institution in which the account is organised by and click on the expland menu item

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    4. Find the account you wish to edit the name of and click on the Options Menu “Three dots

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    5. Click on “Balance Only” from the menu list. Balance only is used where you want to track the balance of an account but do not want to display or manage the transactions. If ever required your transactions can be made visible on a balance only account by de-selecting balannce only.
    CAUTION: All transactions from previous balance only account will not appearin your Transactions page list. Reporting will also be affected by these new visible transactions and alerts may be triggered.

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    6. Once you select Balance Only your account will automatically be converted to balance only. A success message will appear at the top of you screen and when you hover over the “three dots” options list you will note the balance only option is highlighted. To reverse or undo this action follow the same steps in reverse order.

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  • How do I manually refresh my financial accounts?
    Financial accounts

    1. Click on the My Account from your profile icon

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    2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

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    3. Select the institution in which the account is organised by and click on the expand menu item

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    4. Find the account you wish to edit and click on the Options Menu “Three dots

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    5. Click on “Refresh” from the menu list once

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    6. Once refresh has been select the account refresh action will commence. A “refreshing” status will appear over the account tile and a refresh message will display if you hover over the refreshing status. When the account has successfully refreshed the “Last Refresh” date will be updated. Note: This action should only be taken when an error message appears, your account refresh date is not up to date or there are recent transactions at your institution site which do not appear in Moneysoft.

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  • How do I upload attachments to a financial account?
    Financial accounts

    1. Click on the My Account from your profile icon

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    2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

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    3. Select the institution in which the account is organised by and click on the expand menu item

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    4. Find the account you wish to edit and click on the Options Menu “Three dots

    Screen Shot 2018 04 17 at 10.48.22 am 3

    5. Click on “Attachments” from the menu list once and a pop up will appear. Select on drag of click to upload

    Screen Shot 2018 04 17 at 11.58.04 am Screen Shot 2018 04 17 at 11.58.30 am

    6. Select the file you want to associate or upload to the account from your location e.g computer / desktop. Example is a bank statement. Choose to upload the file by and once complete a message will appear with the new attachment. If you select the wrong attachment of change you mind select the “bin” image to clear otherwise click on the “X” to complete the action.

    Screen Shot 2018 04 17 at 12.00.42 pm Screen Shot 2018 04 17 at 12.00.56 pm

    7. Successful attachment upload is verified by the attachment link symbol increasing by 1 or how ever many attachments you have uploaded.

    Screen Shot 2018 04 17 at 12.01.15 pm

    8. To navigate to the document or attachment you can either click on link or navigate to the documents tile which displays all your uploaded attachments. Documents and attachments are organised by association whether associated to an account or not.

    Screen Shot 2018 04 17 at 12.01.27 pm Screen Shot 2018 04 17 at 12.02.06 pm
  • What financial institutions are supported by Moneysoft?
    Financial accounts

    Glossary:

    Term

    Description

    MFA

    Multi-factor authentication (MFA).

    This is where the institution requires a secondary level of access control.

    It could be in the form of a pin number, image recognition, security question, token ID, etc.

    If this secondary level of access control is not responded to within a pre-defined time (set by the institution) then the log in credentials will fail.

    The time for the institution to receive and process the information may be much longer than the time taken to enter the information and can impact on a successful log in attempt.

    Image based authentication (e.g. Captcha) is not supported by Moneysoft and these feeds cannot be linked to.

    Full

    This is a fully supported feed by our data provider and if active within Moneysoft, can be linked to.

    Beta

    This feed is in development and / or waiting for sufficient linked accounts for our data provider to finalise development.

    If active within Moneysoft the institution can be linked to, generating a specific error message referring to the fact the feed is in BETA stage.

    Full account linking will take place upon the full development of the feed. The more users who link their account during this period, the faster the feed will be developed. Lastly, during this period, balances and transactions for the account will not flow through.

    If you do decide to link to a Beta feed, we ask if you would withhold from unlinking the account. The accounts need to remain in place while the feed is being developed.

    Unlinked accounts do not factor as part of the required minimum number of users. Also, once the feed is fully developed, the accounts will automatically be converted to a fully functional feed.

     

     

    Note

    Not all feeds in the following list are currently available in Moneysoft.

    If you identify a feed you would like made available through Moneysoft please contact our support team.

     

    No.

    Institution

    Type

    MFA

    Status

    1.       

    28 Degrees MasterCard (Australia)

    Credit

    None

    Full

    2.       

    Adelaide Bank (Australia)

    Bank

    None

    Full

    3.       

    Adelaide Bank (Australia)

    Credit

    None

    Full

    4.       

    Adelaide Bank (Australia)

    Loans

    None

    Beta

    5.       

    Adelaide Bank (Australia)

    Mortgage

    None

    Full

    6.       

    Advanced Share Registry Services (Australia)

    Stocks

    None

    Full

    7.       

    AFG - Home Loans - Options/Optimal (Australia)

    Loans

    None

    Full

    8.       

    AFG Home Loans Alpha (Australia)

    Loans

    None

    Full

    9.       

    AFG Home Loans Edge (Australia)

    Loans

    None

    Full

    10.    

    AFG Home Loans Icon (Australia)

    Bank

    None

    Full

    11.    

    AFG Home Loans Icon (Australia)

    Loans

    None

    Full

    12.    

    AFG Home Loans Retro/Direct (Australia)

    Bank

    None

    Full

    13.    

    AFG Home Loans Retro/Direct (Australia)

    Loans

    None

    Full

    14.    

    Alphera Finance (Australia)

    Loans

    None

    Full

    15.    

    American Express Cards (Australia)

    Credit

    None

    Full

    16.    

    American Express Cards Mobile (Australia)

    Credit

    None

    Full

    17.    

    American Express Membership Rewards (Australia)

    Miles

    None

    Full

    18.    

    AMG SuperFund (Australia)

    Stocks

    None

    Full

    19.    

    AMP (Australia)

    Bank

    None

    Full

    20.    

    AMP (Australia)

    Loans

    None

    Full

    21.    

    AMP (Australia)

    Stocks

    None

    Full

    22.    

    AMP (Personalised Portfolio) (Australia)

    Stocks

    None

    Beta

    23.    

    AMP North Super Personal (Australia)

    Stocks

    None

    Full

    24.    

    Antares Capital Partners Ltd (Australia)

    Stocks

    None

    Beta

    25.    

    ANZ (Australia)

    Bank

    None

    Full

    26.    

    ANZ (Australia)

    Credit

    None

    Full

    27.    

    ANZ (Australia)

    Loans

    None

    Full

    28.    

    ANZ (Australia)

    Miles

    None

    Full

    29.    

    ANZ (Australia)

    Stocks

    None

    Full

    30.    

    ANZ (Balance Visa Rewards) (Australia)

    Miles

    None

    Full

    31.    

    ANZ (Investor Access) (Australia)

    Stocks

    None

    Full

    32.    

    ANZ (Visa Rewards) (Australia)

    Miles

    None

    Full

    33.    

    ANZ Corporate Bank (Australia)

    Bank

    None

    Beta

    34.    

    ANZ My Portfolio (Australia)

    Stocks

    None

    Full

    35.    

    ANZ Prepaid Cards (Australia)

    Bank

    None

    Full

    36.    

    ANZ Salary Packaging Cards(Bank) (Australia)

    Bank

    None

    Full

    37.    

    ANZ Share Investing (Australia)

    Loans

    None

    Full

    38.    

    ANZ Share Investing (Australia)

    Stocks

    None

    Full

    39.    

    ANZ Super Staff Superannuation Scheme (Australia)

    Stocks

    Multi Level

    Full

    40.    

    ANZ Travel Card (Multiple Currencies) (Australia)

    Bank

    None

    Full

    41.    

    APS Online (Australia)

    Bank

    None

    Beta

    42.    

    APS Online (Australia)

    Loans

    None

    Beta

    43.    

    Aussie Credit Card (Australia)

    Credit

    None

    Full

    44.    

    Aussie Home Loans (Australia)

    Loans

    None

    Full

    45.    

    Aussie IQ Loans (Australia)

    Loans

    None

    Beta

    46.    

    Aussie Select Home Loan (Australia)

    Loans

    None

    Beta

    47.    

    Austchoice (Australia)

    Stocks

    None

    Beta

    48.    

    Australia Post Superannuation Scheme (Australia)

    Stocks

    None

    Full

    49.    

    Australian Catholic Super (Australia)

    Stocks

    None

    Full

    50.    

    Australian Ethical Super (Australia)

    Stocks

    None

    Full

    51.    

    Australian Executor Trustees (Australia)

    Stocks

    None

    Beta

    52.    

    Australian Military Bank (Australia)

    Bank

    None

    Full

    53.    

    Australian Military Bank (Australia)

    Credit

    None

    Full

    54.    

    Australian Military Bank (Australia)

    Loans

    None

    Full

    55.    

    Australian Money Market (Australia)

    Bank

    None

    Beta

    56.    

    Australian Unity Investments (Australia)

    Stocks

    None

    Beta

    57.    

    Australian Unity LifePlan (Australia)

    Stocks

    None

    Full

    58.    

    AustralianSuper (Australia)

    Stocks

    None

    Full

    59.    

    AustSafe Super (Member Online) (Australia)

    Stocks

    None

    Full

    60.    

    Auswide Bank (Australia)

    Bank

    None

    Full

    61.    

    Auswide Bank (Australia)

    Loans

    None

    Full

    62.    

    AWA Alliance Bank (Australia)

    Bank

    Token

    Beta

    63.    

    Baillieu Holst (Australia)

    Stocks

    None

    Beta

    64.    

    Bank Australia (Australia)

    Bank

    None

    Full

    65.    

    Bank Australia (Australia)

    Credit

    None

    Full

    66.    

    Bank Australia (Australia)

    Loans

    None

    Full

    67.    

    Bank First (Australia)

    Bank

    None

    Full

    68.    

    Bank First (Australia)

    Credit

    None

    Full

    69.    

    Bank First (Australia)

    Loans

    None

    Full

    70.    

    Bank of Melbourne (Australia)

    Bank

    None

    Full

    71.    

    Bank of Melbourne (Australia)

    Credit

    None

    Full

    72.    

    Bank of Melbourne (Australia)

    Loans

    None

    Full

    73.    

    Bank of Melbourne (Business) (Australia)

    Bank

    None

    Full

    74.    

    Bank of Queensland (Australia)

    Bank

    None

    Full

    75.    

    Bank of Queensland (Australia)

    Credit

    None

    Full

    76.    

    Bank of Queensland (Australia)

    Loans

    None

    Full

    77.    

    Bank of Queensland (Australia)

    Miles

    None

    Beta

    78.    

    Bank of Queensland (Australia)

    Stocks

    None

    Beta

    79.    

    Bank of Sydney Personal Bank (Australia)

    Bank

    None

    Full

    80.    

    Bank of Sydney Personal Bank (Australia)

    Credit

    None

    Beta

    81.    

    Bank of Sydney Personal Bank (Australia)

    Loans

    None

    Full

    82.    

    Bank of us (Australia)

    Bank

    None

    Full

    83.    

    Bank of us (Australia)

    Credit

    None

    Full

    84.    

    Bank of us (Australia)

    Loans

    None

    Full

    85.    

    BankSA (Australia)

    Bank

    None

    Full

    86.    

    BankSA (Australia)

    Credit

    None

    Full

    87.    

    BankSA (Australia)

    Loans

    None

    Full

    88.    

    BankSA (Directshares) (Australia)

    Stocks

    None

    Full

    89.    

    BankSA Business Banking (Australia)

    Bank

    None

    Full

    90.    

    Bankstown City Unity Bank (Australia)

    Bank

    None

    Full

    91.    

    BankWest (Australia)

    Bank

    None

    Full

    92.    

    BankWest (Australia)

    Credit

    None

    Full

    93.    

    BankWest (Australia)

    Loans

    None

    Full

    94.    

    BankWest Business Banking (Australia)

    Bank

    Token

    Full

    95.    

    bcu (Australia)

    Bank

    Token

    Full

    96.    

    bcu (Australia)

    Credit

    Token

    Full

    97.    

    bcu (Australia)

    Loans

    Token

    Full

    98.    

    BDCU Alliance Bank (Australia)

    Bank

    Token

    Full

    99.    

    BDCU Alliance Bank (Australia)

    Credit

    Token

    Full

    100.  

    BDCU Alliance Bank (Australia)

    Loans

    Token

    Full

    101.  

    BDCU Alliance Bank (Australia)

    Stocks

    Token

    Beta

    102.  

    Bell Direct (Australia)

    Stocks

    None

    Full

    103.  

    Bell Potter (Australia)

    Stocks

    None

    Full

    104.  

    Bell Potter Online (Australia)

    Stocks

    None

    Beta

    105.  

    Bendigo Bank (Australia)

    Bank

    Token

    Full

    106.  

    Bendigo Bank (Australia)

    Credit

    Token

    Full

    107.  

    Bendigo Bank (Australia)

    Loans

    Token

    Full

    108.  

    Bendigo Bank (Australia)

    Stocks

    Token

    Beta

    109.  

    Beyond Bank (Australia)

    Bank

    None

    Full

    110.  

    Beyond Bank (Australia)

    Credit

    None

    Full

    111.  

    Beyond Bank (Australia)

    Loans

    None

    Full

    112.  

    Beyond Bank (Australia)

    Miles

    None

    Beta

    113.  

    Big Sky (Australia)

    Bank

    None

    Full

    114.  

    Big Sky (Australia)

    Credit

    None

    Full

    115.  

    Big Sky (Australia)

    Loans

    None

    Full

    116.  

    Bluestone (Australia)

    Loans

    None

    Beta

    117.  

    Boardroom (InvestorServe) (Australia)

    Stocks

    None

    Full

    118.  

    BOQ Specialist (Australia)

    Bank

    Token

    Full

    119.  

    BOQ Specialist (Australia)

    Credit

    Token

    Full

    120.  

    BOQ Specialist (Australia)

    Loans

    Token

    Full

    121.  

    BrickX (Australia)

    Stocks

    None

    Full

    122.  

    BrokenHill community CU Bank (Australia)

    Bank

    None

    Full

    123.  

    BrokenHill community CU Bank (Australia)

    Credit

    None

    Beta

    124.  

    BrokenHill community CU Bank (Australia)

    Loans

    None

    Full

    125.  

    BrokenHill community CU Bank (Australia)

    Stocks

    None

    Beta

    126.  

    BT Investor wrap (Australia)

    Stocks

    None

    Full

    127.  

    BT Online Investor (Australia)

    Stocks

    None

    Full

    128.  

    BT panorama (Australia)

    Stocks

    None

    Full

    129.  

    BUSSQ (Australia)

    Stocks

    None

    Full

    130.  

    Buyer's edge (Australia)

    Credit

    Security

    Full

    131.  

    Canaccord Genuity (Australia)

    Stocks

    None

    Beta

    132.  

    Capricornian Bank (Australia)

    Bank

    None

    Full

    133.  

    CardServices Online (Australia)

    Credit

    Token

    Full

    134.  

    CareSuper (Australia)

    Stocks

    None

    Full

    135.  

    Cash Management - nabtrade (Australia)

    Stocks

    None

    Full

    136.  

    Cash Passport Mastercard (Australia)

    Bank

    None

    Beta

    137.  

    Catholic Development Fund (Australia)

    Bank

    None

    Beta

    138.  

    Catholic Development Fund (Australia)

    Stocks

    None

    Beta

    139.  

    Catholic Super - CSF (Australia)

    Stocks

    None

    Full

    140.  

    Cbus (Member SuperSite) (Australia)

    Stocks

    None

    Full

    141.  

    Central Murray Credit Union (Australia)

    Bank

    None

    Beta

    142.  

    Central Murray Credit Union (Australia)

    Loans

    None

    Beta

    143.  

    Central West CU (Australia)

    Bank

    Token

    Full

    144.  

    Centuria (Australia)

    Stocks

    None

    Beta

    145.  

    Certegy EziPay (Australia)

    Loans

    None

    Beta

    146.  

    Challenger (Australia)

    Stocks

    None

    Beta

    147.  

    Choicelend (Australia)

    Loans

    None

    Full

    148.  

    Christian Super Memberlogin (Australia)

    Stocks

    None

    Full

    149.  

    CitiBank (Australia)

    Bank

    None

    Full

    150.  

    CitiBank (Australia)

    Credit

    None

    Full

    151.  

    CitiBank (Australia)

    Loans

    None

    Full

    152.  

    Class (Australia)

    Stocks

    None

    Full

    153.  

    ClearView (Australia)

    Stocks

    None

    Full

    154.  

    Click Loans (Australia)

    Loans

    None

    Full

    155.  

    club plus SUPERANNUATION (Australia)

    Stocks

    None

    Full

    156.  

    CMC Markets (Australia)

    Stocks

    None

    Full

    157.  

    Coastline CU Bank (Australia)

    Bank

    None

    Full

    158.  

    Coastline CU Bank (Australia)

    Credit

    None

    Beta

    159.  

    Coastline CU Bank (Australia)

    Loans

    None

    Full

    160.  

    Coles Financial Services (Australia)

    Credit

    None

    Beta

    161.  

    Coles MasterCard (Australia)

    Credit

    Security

    Full

    162.  

    Colonial First State Investment (Australia)

    Stocks

    None

    Full

    163.  

    Colonial First State Wrap (Australia)

    Stocks

    None

    Full

    164.  

    CommBiz (Australia)

    Bank

    Token

    Full

    165.  

    CommBiz (Australia)

    Credit

    Token

    Full

    166.  

    CommBiz (Australia)

    Loans

    Token

    Beta

    167.  

    Commonwealth Bank - Employee Equity Plan (Australia)

    Stocks

    Multi Level

    Full

    168.  

    Commonwealth Bank CBA (Australia)

    Bank

    Token

    Full

    169.  

    Commonwealth Bank CBA (Australia)

    Credit

    Token

    Full

    170.  

    Commonwealth Bank CBA (Australia)

    Loans

    Token

    Full

    171.  

    Commonwealth Bank CBA (Australia)

    Miles

    None

    Beta

    172.  

    Commonwealth Bank CBA (Australia)

    Stocks

    Token

    Full

    173.  

    Commonwealth Bank staff superfund (Australia)

    Stocks

    None

    Beta

    174.  

    Commonwealth Superannuation Corporation - Member (Australia)

    Stocks

    None

    Full

    175.  

    Commonwealth Superannuation Corporation - Pensioner Login (Australia)

    Stocks

    None

    Full

    176.  

    Commonwealth Superannuation Corporation (PSS) (Australia)

    Stocks

    None

    Full

    177.  

    Commonwealth Superannuation Corporation DFRDB (Australia)

    Stocks

    None

    Full

    178.  

    CommSec (Australia)

    Bank

    Token

    Beta

    179.  

    CommSec (Australia)

    Loans

    Token

    Beta

    180.  

    CommSec (Australia)

    Stocks

    Token

    Full

    181.  

    CommSec Adviser Services -Trading & Cash (Australia)

    Bank

    None

    Beta

    182.  

    CommSec Adviser Services -Trading & Cash (Australia)

    Loans

    None

    Beta

    183.  

    CommSec Adviser Services -Trading & Cash (Australia)

    Stocks

    None

    Full

    184.  

    CommSec Adviser Services-Investor (Australia)

    Stocks

    None

    Full

    185.  

    CommSec Cash Management (Australia)

    Bank

    Token

    Full

    186.  

    Community First CU (Australia)

    Bank

    None

    Full

    187.  

    Community First CU (Australia)

    Credit

    None

    Beta

    188.  

    Community First CU (Australia)

    Loans

    None

    Full

    189.  

    Computershare - Issuer Online (Australia)

    Stocks

    None

    Beta

    190.  

    Computershare (Employee) Plan Members (Australia)

    Stocks

    Security

    Full

    191.  

    Computershare Investor Centre (Australia)

    Stocks

    Security

    Full

    192.  

    Comtax Credit Union (Australia)

    Bank

    None

    Beta

    193.  

    Connective Home Loans (Australia)

    Bank

    None

    Full

    194.  

    Connective Home Loans (Australia)

    Loans

    None

    Full

    195.  

    Connective Home Loans(Mortgage) (Australia)

    Loans

    None

    Full

    196.  

    Credabl (Australia)

    Loans

    None

    Full

    197.  

    CreditLine card (Australia)

    Credit

    Security

    Full

    198.  

    Crestone Wealth Management (Australia)

    Stocks

    None

    Beta

    199.  

    CU SA (Australia)

    Bank

    None

    Full

    200.  

    CU SA (Australia)

    Credit

    None

    Full

    201.  

    CU SA (Australia)

    Loans

    None

    Full

    202.  

    CUA (Australia)

    Bank

    None

    Full

    203.  

    CUA (Australia)

    Credit

    None

    Full

    204.  

    CUA (Australia)

    Loans

    None

    Full

    205.  

    Cuscal (Australia)

    Bank

    None

    Beta

    206.  

    Cuscal (Australia)

    Loans

    None

    Beta

    207.  

    David Jones (American Express Card) (Australia)

    Credit

    None

    Full

    208.  

    David Jones (American Express Rewards) (Australia)

    Miles

    None

    Full

    209.  

    DDH Gramham - Investments (Australia)

    Stocks

    None

    Beta

    210.  

    Defence Bank (Australia)

    Bank

    None

    Full

    211.  

    Defence Bank (Australia)

    Credit

    None

    Full

    212.  

    Defence Bank (Australia)

    Loans

    None

    Full

    213.  

    DEFT Payment Systems (Australia)

    Bank

    None

    Beta

    214.  

    DEFT Payment Systems (Australia)

    Credit

    None

    Beta

    215.  

    Delphi Bank (Australia)

    Bank

    None

    Full

    216.  

    Delphi Bank (Australia)

    Credit

    None

    Beta

    217.  

    Delphi Bank (Australia)

    Loans

    None

    Full

    218.  

    Delphi Bank (Australia)

    Stocks

    None

    Beta

    219.  

    Desktop Broker (Australia)

    Stocks

    None

    Full

    220.  

    Diners Club (Australia)

    Credit

    Security

    Full

    221.  

    Diners Club (Australia)

    Miles

    None

    Beta

    222.  

    E Super Fund (Australia)

    Bank

    None

    Beta

    223.  

    E Super Fund (Australia)

    Loans

    None

    Beta

    224.  

    E Super Fund (Australia)

    Stocks

    None

    Beta

    225.  

    Easy Street (Australia)

    Mortgage

    None

    Beta

    226.  

    EISS (Australia)

    Stocks

    None

    Full

    227.  

    Encircle (Australia)

    Stocks

    None

    Beta

    228.  

    Energy Super (Australia)

    Stocks

    None

    Full

    229.  

    Equip super (Employer Portal) (Australia)

    Stocks

    None

    Beta

    230.  

    Equip Super (Mercer Spectrum) (Australia)

    Stocks

    None

    Beta

    231.  

    Equip Superannuation (Australia)

    Stocks

    Multi Level

    Full

    232.  

    Equity Trustees (Australia)

    Stocks

    None

    Beta

    233.  

    Escala Partners (Australia)

    Stocks

    None

    Beta

    234.  

    Esso Employees CU Bank (Australia)

    Bank

    None

    Full

    235.  

    Esso Employees CU Bank (Australia)

    Credit

    None

    Full

    236.  

    Esso Employees CU Bank (Australia)

    Loans

    None

    Full

    237.  

    Esso Employees CU Bank (Australia)

    Stocks

    None

    Beta

    238.  

    ESSSuper (Australia)

    Stocks

    None

    Full

    239.  

    Esuperfund Ebroking (Australia)

    Stocks

    None

    Full

    240.  

    Evans & Partners (Australia)

    Stocks

    None

    Beta

    241.  

    Event Cinemas (Australia)

    Miles

    None

    Full

    242.  

    eway (Australia)

    Bank

    None

    Full

    243.  

    Eziway Salary Packaging (Australia)

    Loans

    None

    Beta

    244.  

    FIDANTE (Australia)

    Stocks

    None

    Beta

    245.  

    FIIG Securities (Australia)

    Bank

    None

    Beta

    246.  

    FIIG Securities (Australia)

    Stocks

    None

    Full

    247.  

    FinHQ (Australia)

    Stocks

    None

    Full

    248.  

    Fire Services CU

    Bank

    None

    Full

    249.  

    Fire Services CU

    Credit

    None

    Beta

    250.  

    Fire Services CU

    Loans

    None

    Beta

    251.  

    Firefighters Mutual Bank (Australia)

    Bank

    None

    Full

    252.  

    Firefighters Mutual Bank (Australia)

    Credit

    None

    Full

    253.  

    Firefighters Mutual Bank (Australia)

    Loans

    None

    Full

    254.  

    First Choice Credit union (Australia)

    Bank

    None

    Beta

    255.  

    First Choice Credit union (Australia)

    Loans

    None

    Beta

    256.  

    First Option CU (Australia)

    Bank

    None

    Full

    257.  

    First Option CU (Australia)

    Credit

    None

    Full

    258.  

    First Option CU (Australia)

    Loans

    None

    Full

    259.  

    First Option CU (Australia)

    Stocks

    None

    Beta

    260.  

    First State Super (Australia)

    Stocks

    Multi Level

    Full

    261.  

    First Super (Australia)

    Stocks

    None

    Full

    262.  

    Firstmac (Australia)

    Bank

    None

    Full

    263.  

    Firstmac (Australia)

    Credit

    None

    Beta

    264.  

    Firstmac (Australia)

    Loans

    None

    Full

    265.  

    Firstmac (Australia)

    Stocks

    None

    Beta

    266.  

    FlexiPurchase (Australia)

    Credit

    None

    Beta

    267.  

    Fox Symes Debt Solutions (Australia)

    Loans

    None

    Beta

    268.  

    Franklins (Australia)

    Miles

    None

    Beta

    269.  

    FSP Portfolio services (Australia)

    Stocks

    None

    Beta

    270.  

    Fundhost (Australia)

    Stocks

    None

    Beta

    271.  

    Future Super (Australia)

    Stocks

    None

    Beta

    272.  

    Gamma Asset Management (Australia)

    Stocks

    None

    Beta

    273.  

    Gateway Bank (Australia)

    Bank

    None

    Full

    274.  

    Gateway Bank (Australia)

    Loans

    None

    Full

    275.  

    GE Home Loan (Australia)

    Loans

    None

    Full

    276.  

    Geelong Bank (Australia)

    Bank

    None

    Beta

    277.  

    Gem Visa (Australia)

    Credit

    None

    Full

    278.  

    Generation Life Bonds (Australia)

    Stocks

    None

    Beta

    279.  

    GESB (Australia)

    Stocks

    None

    Full

    280.  

    Goldfields Money (Australia)

    Bank

    None

    Full

    281.  

    Goldfields Money (Australia)

    Loans

    None

    Beta

    282.  

    Goldman Sachs (Australia)

    Stocks

    None

    Beta

    283.  

    Goulburn Murray Amigo Card (Australia)

    Credit

    None

    Beta

    284.  

    Goulburn Murray Bank (Australia)

    Bank

    None

    Full

    285.  

    Goulburn Murray Bank (Australia)

    Loans

    None

    Full

    286.  

    Government Super - PSSap (Australia)

    Stocks

    None

    Full

    287.  

    Grow Wrap (Australia)

    Stocks

    None

    Full

    288.  

    GuildSuper (Australia)

    Stocks

    None

    Full

    289.  

    Harmoney (Australia)

    Loans

    None

    Full

    290.  

    HECS (Student Loan) (Australia)

    Loans

    None

    Beta

    291.  

    Heritage Bank (Australia)

    Bank

    None

    Full

    292.  

    Heritage Bank (Australia)

    Credit

    None

    Full

    293.  

    Heritage Bank (Australia)

    Loans

    None

    Full

    294.  

    Hesta Super Fund (Member Online) (Australia)

    Stocks

    None

    Full

    295.  

    Holiday Coast CU (Australia)

    Bank

    Token

    Full

    296.  

    Holiday Coast CU (Australia)

    Credit

    Token

    Beta

    297.  

    Holiday Coast CU (Australia)

    Loans

    Token

    Beta

    298.  

    Home Loans - Adelaide Bank

    Loans

    None

    Full

    299.  

    HomeLoans - Optima (Australia)

    Loans

    None

    Full

    300.  

    HomeLoans.com (Australia)

    Loans

    None

    Full

    301.  

    HomeStart Finance (Australia)

    Loans

    None

    Full

    302.  

    Horizon CU (Australia)

    Bank

    None

    Full

    303.  

    Horizon CU (Australia)

    Credit

    None

    Beta

    304.  

    Horizon CU (Australia)

    Loans

    None

    Beta

    305.  

    HostPlus Executive (Australia)

    Stocks

    None

    Beta

    306.  

    Hoyts (Australia)

    Miles

    None

    Beta

    307.  

    HUB24 (Australia)

    Stocks

    None

    Full

    308.  

    Hume Bank (Australia)

    Bank

    None

    Full

    309.  

    Hume Bank (Australia)

    Credit

    None

    Full

    310.  

    Hume Bank (Australia)

    Loans

    None

    Full

    311.  

    IG Investments (Australia)

    Stocks

    None

    Beta

    312.  

    IGA (Australia)

    Miles

    None

    Beta

    313.  

    Illawarra CU (Australia)

    Bank

    Security

    Full

    314.  

    Illawarra CU (Australia)

    Loans

    Security

    Full

    315.  

    IMB Building Society (Australia)

    Bank

    None

    Full

    316.  

    IMB Building Society (Australia)

    Loans

    None

    Full

    317.  

    Implemented Portfolios (Australia)

    Stocks

    None

    Full

    318.  

    ING (Australia)

    Bank

    None

    Full

    319.  

    ING (Australia)

    Credit

    None

    Full

    320.  

    ING (Australia)

    Loans

    None

    Full

    321.  

    ING (Australia)

    Stocks

    None

    Full

    322.  

    Interactive Brokers (Australia)

    Stocks

    Token

    Beta

    323.  

    Intrust Super (Australia)

    Stocks

    None

    Full

    324.  

    Investment Exchange (Australia)

    Stocks

    None

    Full

    325.  

    Investor Online (Australia)

    Stocks

    None

    Full

    326.  

    Investors Mutual Ltd (Australia)

    Stocks

    None

    Beta

    327.  

    IOOF (Austria)

    Stocks

    None

    Full

    328.  

    IOOF (Super Annuation) (Australia)

    Stocks

    None

    Beta

    329.  

    JB Were (Australia)

    Stocks

    None

    Full

    330.  

    Jetstar Mastercard (Australia)

    Credit

    Multi Level

    Full

    331.  

    Joseph Palmer & Sons (Australia)

    Stocks

    None

    Beta

    332.  

    Keystart Home Loans (Australia)

    Loans

    None

    Full

    333.  

    Kinetic Superannuation (Australia)

    Stocks

    None

    Full

    334.  

    La Trobe Financial investments (Australia)

    Loans

    None

    Beta

    335.  

    La Trobe Financial investments (Australia)

    Stocks

    None

    Full

    336.  

    Laboratories CU (Australia)

    Bank

    None

    Beta

    337.  

    Latitude Eco MasterCard (Australia)

    Credit

    Security

    Full

    338.  

    Latitude Finance GO MasterCard (Australia)

    Credit

    None

    Full

    339.  

    Latitude GO Business MasterCard (Australia)

    Credit

    Security

    Full

    340.  

    Latitude Infinity (Australia)

    Credit

    None

    Full

    341.  

    Latitude Low Rate MasterCard (Australia)

    Credit

    None

    Full

    342.  

    Latitude MasterCard (Australia)

    Credit

    None

    Full

    343.  

    Legal Super (Australia)

    Stocks

    None

    Full

    344.  

    LESF Super (Australia)

    Stocks

    None

    Beta

    345.  

    Leveraged (Australia)

    Stocks

    None

    Full

    346.  

    LGIA super (Australia)

    Stocks

    None

    Full

    347.  

    Liberty Finance Bank (Australia)

    Bank

    None

    Full

    348.  

    Liberty Finance Bank (Australia)

    Loans

    None

    Full

    349.  

    Link Market Services - Investor Login (Australia)

    Stocks

    Multi Level

    Full

    350.  

    Link Market Services (Employee Service Centre) (Australia)

    Stocks

    None

    Full

    351.  

    Loans.Com.AU (Australia)

    Bank

    None

    Full

    352.  

    Loans.Com.AU (Australia)

    Loans

    None

    Full

    353.  

    Local Government Super (Australia)

    Stocks

    None

    Full

    354.  

    Lutheran Laypeoples League (Australia)

    Bank

    Token

    Full

    355.  

    Lutheran Super (Australia)

    Stocks

    None

    Full

    356.  

    Macquarie Bank (Advisers GearUp) (Australia)

    Stocks

    None

    Full

    357.  

    Macquarie Bank (Advisers Wrap) (Australia)

    Stocks

    None

    Full

    358.  

    Macquarie Bank (Australia)

    Bank

    None

    Full

    359.  

    Macquarie Bank (Australia)

    Credit

    None

    Full

    360.  

    Macquarie Bank (Australia)

    Loans

    None

    Full

    361.  

    Macquarie Bank (Australia)

    Stocks

    None

    Full

    362.  

    Macquarie Business (Australia)

    Bank

    None

    Full

    363.  

    Macquarie Business (Australia)

    Loans

    None

    Full

    364.  

    Maitland Mutual Building Society (Australia)

    Bank

    Multi Level

    Full

    365.  

    Maitland Mutual Building Society (Australia)

    Loans

    Multi Level

    Beta

    366.  

    Maitland Mutual Building Society (Australia)

    Stocks

    Multi Level

    Beta

    367.  

    Maritime Super (Australia)

    Stocks

    None

    Full

    368.  

    Mason Stevens (Australia)

    Stocks

    None

    Full

    369.  

    Mason Stevens (Pension) (Australia)

    Stocks

    None

    Beta

    370.  

    Max Super (Australia)

    Stocks

    None

    Beta

    371.  

    Medfin - Medical finance and Loan Service (Australia)

    Loans

    None

    Full

    372.  

    Mediasuper Investments (Australia)

    Stocks

    Multi Level

    Full

    373.  

    Medipay (Australia)

    Loans

    None

    Full

    374.  

    Members Equity Bank (ME Bank) (Australia)

    Bank

    None

    Full

    375.  

    Members Equity Bank (ME Bank) (Australia)

    Credit

    None

    Full

    376.  

    Members Equity Bank (ME Bank) (Australia)

    Loans

    None

    Full

    377.  

    Mercer Investment (Australia)

    Stocks

    Token

    Full

    378.  

    Mercy Super (Australia)

    Stocks

    None

    Full

    379.  

    Military Superannuation (Australia)

    Stocks

    None

    Full

    380.  

    Mine Wealth (Australia)

    Credit

    None

    Beta

    381.  

    Mine Wealth (Australia)

    Loans

    None

    Beta

    382.  

    Mine Wealth (Australia)

    Stocks

    None

    Full

    383.  

    MLC (Australia)

    Stocks

    None

    Full

    384.  

    Money Place (Australia)

    Loans

    None

    Beta

    385.  

    Morgan Stanley (Australia)

    Stocks

    None

    Full

    386.  

    Morgan Stanley Australia Portfolio (Australia)

    Stocks

    None

    Full

    387.  

    Morgans (Australia)

    Stocks

    None

    Full

    388.  

    Mortgage Choice (Australia)

    Bank

    None

    Full

    389.  

    Mortgage Choice (Australia)

    Credit

    None

    Full

    390.  

    Mortgage Choice (Australia)

    Loans

    None

    Full

    391.  

    Mortgage Choice Investment (Australia)

    Stocks

    None

    Full

    392.  

    Mortgage Ezy (Australia)

    Loans

    None

    Full

    393.  

    Mortgage House (Australia)

    Loans

    None

    Full

    394.  

    MTAA Super Fund (Member Online) (Australia)

    Stocks

    None

    Full

    395.  

    Multiport (Australia)

    Stocks

    None

    Beta

    396.  

    Myer Card (Australia)

    Credit

    Security

    Full

    397.  

    MYER one (Australia)

    Miles

    None

    Full

    398.  

    Myer VISA Card (Australia)

    Credit

    None

    Full

    399.  

    Myer Visa creditcard (Australia)

    Credit

    None

    Beta

    400.  

    MyLife MyFinance (Australia)

    Bank

    None

    Beta

    401.  

    MyLife MyFinance (Australia)

    Loans

    None

    Beta

    402.  

    myMOVE Banking (Australia)

    Bank

    Token

    Full

    403.  

    Mystate (Australia)

    Bank

    None

    Beta

    404.  

    Mystate (Australia)

    Loans

    None

    Beta

    405.  

    Mystate (Australia)

    Stocks

    None

    Beta

    406.  

    MyState MasterCard (Australia)

    Credit

    Token

    Full

    407.  

    Mystate(Personal) (Australia)

    Bank

    None

    Full

    408.  

    Mystate(Personal) (Australia)

    Loans

    None

    Full

    409.  

    NAB Connect (Australia)

    Bank

    Token

    Full

    410.  

    NAB Connect (Australia)

    Credit

    Token

    Full

    411.  

    NAB Connect (Australia)

    Loans

    Token

    Full

    412.  

    NAB Equity Lending (Australia)

    Loans

    None

    Full

    413.  

    NAB Equity Lending (Australia)

    Stocks

    None

    Full

    414.  

    NAB Internet (Australia)

    Bank

    None

    Full

    415.  

    NAB Internet (Australia)

    Credit

    None

    Full

    416.  

    NAB Internet (Australia)

    Loans

    None

    Full

    417.  

    NAB Trade (Australia)

    Stocks

    None

    Full

    418.  

    Nationalcorp - Adelaide Bank (Australia)

    Loans

    None

    Full

    419.  

    netwealth (ShareTrading) (Australia)

    Stocks

    None

    Full

    420.  

    netwealth (Superannuation) (Australia)

    Stocks

    None

    Full

    421.  

    Newcastle Permanent (Australia)

    Bank

    None

    Full

    422.  

    Newcastle Permanent (Australia)

    Credit

    None

    Full

    423.  

    Newcastle Permanent (Australia)

    Loans

    None

    Full

    424.  

    Newcastle Permanent (Australia)

    Stocks

    None

    Beta

    425.  

    Newcastle Permanent Business Banking (Australia)

    Bank

    None

    Full

    426.  

    NGS super (Australia)

    Stocks

    Token

    Full

    427.  

    Northern Beaches CU (Australia)

    Bank

    None

    Full

    428.  

    Northern Beaches CU (Australia)

    Credit

    None

    Beta

    429.  

    Northern Beaches CU (Australia)

    Loans

    None

    Beta

    430.  

    Northern Inland CU (Australia)

    Bank

    None

    Full

    431.  

    Northern Inland CU (Australia)

    Credit

    None

    Full

    432.  

    Northern Inland CU (Australia)

    Loans

    None

    Full

    433.  

    Nova Alliance Bank (Australia)

    Bank

    None

    Full

    434.  

    Nova Alliance Bank (Australia)

    Credit

    None

    Full

    435.  

    Nova Alliance Bank (Australia)

    Loans

    None

    Full

    436.  

    OC Funds (Australia)

    Stocks

    None

    Beta

    437.  

    One Direct - Mortgages (Australia)

    Mortgage

    None

    Full

    438.  

    OnePath (ANZ) (Advisors) (Australia)

    Stocks

    None

    Beta

    439.  

    OnePath (ANZ) (Customer) (Australia)

    Stocks

    None

    Full

    440.  

    Open Markets (Australia)

    Stocks

    None

    Beta

    441.  

    Orange CU (Australia)

    Bank

    Multi Level

    Full

    442.  

    Orange CU (Australia)

    Loans

    Multi Level

    Full

    443.  

    Ord Minnet (Australia)

    Stocks

    None

    Full

    444.  

    Origin MMS (Australia)

    Bank

    None

    Full

    445.  

    Origin MMS (Australia)

    Loans

    None

    Full

    446.  

    Paterson Securities (Australia)

    Stocks

    None

    Beta

    447.  

    Peloton Capital (Australia)

    Stocks

    None

    Beta

    448.  

    Pengana Capital (Australia)

    Stocks

    None

    Beta

    449.  

    Peoples Choice CU (Australia)

    Bank

    Token

    Full

    450.  

    Peoples Choice CU (Australia)

    Credit

    Token

    Full

    451.  

    Peoples Choice CU (Australia)

    Loans

    Token

    Full

    452.  

    Pepper money Home loan (Australia)

    Bank

    None

    Full

    453.  

    Pepper money Home loan (Australia)

    Loans

    None

    Full

    454.  

    Pepper Money Personal Loan (Australia)

    Loans

    None

    Full

    455.  

    Perpetual Investments (Australia)

    Stocks

    None

    Full

    456.  

    PLAN Lending (Australia)

    Loans

    None

    Full

    457.  

    Platinum Asset Management (Australia)

    Stocks

    None

    Full

    458.  

    Plum (Australia)

    Stocks

    None

    Full

    459.  

    PN Bank (Australia)

    Bank

    None

    Full

    460.  

    PN Bank (Australia)

    Credit

    None

    Full

    461.  

    PN Bank (Australia)

    Loans

    None

    Full

    462.  

    Praemium

    Stocks

    None

    Full

    463.  

    Premium Choice (Australia)

    Stocks

    None

    Full

    464.  

    Preset Super (Australia)

    Stocks

    None

    Beta

    465.  

    Priceline Sister Club (Australia)

    Miles

    None

    Full

    466.  

    Primesuper (Australia)

    Stocks

    None

    Full

    467.  

    Public Sector Superannuation Scheme (Australia)

    Stocks

    None

    Full

    468.  

    Pulse CU (Australia)

    Bank

    None

    Beta

    469.  

    Pulse CU (Australia)

    Credit

    None

    Beta

    470.  

    Pulse CU (Australia)

    Loans

    None

    Beta

    471.  

    Qantas Cash (Australia)

    Bank

    None

    Full

    472.  

    Qantas Cash (Australia)

    Credit

    None

    Beta

    473.  

    Qantas Money (Australia)

    Credit

    Token

    Full

    474.  

    Qantas Super (Australia)

    Stocks

    None

    Full

    475.  

    QBank (Australia)

    Bank

    None

    Full

    476.  

    QBank (Australia)

    Credit

    None

    Beta

    477.  

    QBank (Australia)

    Loans

    None

    Full

    478.  

    QIEC Super (Australia)

    Stocks

    None

    Full

    479.  

    QSuper

    Stocks

    None

    Full

    480.  

    Qudos Bank (Australia)

    Bank

    None

    Full

    481.  

    Qudos Bank (Australia)

    Credit

    None

    Full

    482.  

    Qudos Bank (Australia)

    Loans

    None

    Full

    483.  

    Queensland Country CU (Australia)

    Bank

    Token

    Full

    484.  

    Queensland Country CU (Australia)

    Credit

    Token

    Full

    485.  

    Queensland Country CU (Australia)

    Loans

    Token

    Full

    486.  

    Queenslanders CU (Australia)

    Bank

    None

    Full

    487.  

    Queenslanders CU (Australia)

    Credit

    None

    Beta

    488.  

    Queenslanders CU (Australia)

    Loans

    None

    Full

    489.  

    Quite growth (Australia)

    Stocks

    None

    Beta

    490.  

    RaboBank (Australia)

    Bank

    Token

    Beta

    491.  

    RaboDirect (Australia)

    Bank

    Token

    Full

    492.  

    RAC WA (Australia)

    Loans

    None

    Beta

    493.  

    RACQ Bank (Australia)

    Bank

    None

    Full

    494.  

    RACQ Bank (Australia)

    Credit

    None

    Beta

    495.  

    RACQ Bank (Australia)

    Loans

    None

    Full

    496.  

    Raiz (Australia)

    Stocks

    None

    Full

    497.  

    RAMS (Australia)

    Bank

    None

    Full

    498.  

    RAMS (Australia)

    Loans

    None

    Full

    499.  

    RAMS (Australia)

    Stocks

    None

    Beta

    500.  

    Rate Setter (Australia)

    Bank

    None

    Beta

    501.  

    Rate Setter (Australia)

    Loans

    None

    Full

    502.  

    Rate Setter (Australia)

    Stocks

    None

    Full

    503.  

    Regional Australia Bank (Australia)

    Bank

    None

    Full

    504.  

    Regional Australia Bank (Australia)

    Credit

    None

    Beta

    505.  

    Regional Australia Bank (Australia)

    Loans

    None

    Full

    506.  

    REI Super (Australia)

    Stocks

    None

    Beta

    507.  

    Reliance Bank (Australia)

    Bank

    None

    Full

    508.  

    Reliance Bank (Australia)

    Credit

    None

    Beta

    509.  

    Reliance Bank (Australia)

    Loans

    None

    Beta

    510.  

    RESIMAC HOME LOANS (Australia)

    Loans

    None

    Full

    511.  

    RESIMAC Investors (Australia)

    Loans

    None

    Beta

    512.  

    Rest Industry Super (Australia)

    Stocks

    None

    Full

    513.  

    Rewards central (Australia)

    Miles

    None

    Full

    514.  

    Rural Bank (Australia)

    Bank

    Token

    Full

    515.  

    Rural Bank (Australia)

    Loans

    Token

    Full

    516.  

    Russell Investments Superannuation (Australia)

    Stocks

    None

    Beta

    517.  

    Salary Packaging Australia (Australia)

    Bank

    None

    Full

    518.  

    Sandhurst Trustees smart options (Australia)

    Stocks

    None

    Beta

    519.  

    Sanford Securities (Australia)

    Miles

    None

    Full

    520.  

    Sanford Securities (Australia)

    Stocks

    None

    Full

    521.  

    Schroders (Australia)

    Stocks

    None

    Beta

    522.  

    SCU More Generous Banking (Australia)

    Bank

    Token

    Full

    523.  

    SCU More Generous Banking (Australia)

    Loans

    Token

    Beta

    524.  

    Select Encompass CU (Australia)

    Bank

    None

    Full

    525.  

    SelfWealth (Australia)

    Stocks

    None

    Full

    526.  

    Sequoia Financial Group (Australia)

    Stocks

    None

    Beta

    527.  

    Service One Mutual Limited (Australia)

    Bank

    None

    Full

    528.  

    Service One Mutual Limited (Australia)

    Credit

    None

    Full

    529.  

    Service One Mutual Limited (Australia)

    Loans

    None

    Full

    530.  

    Sgfleet (Australia)

    Loans

    None

    Beta

    531.  

    Sharesight (Australia)

    Stocks

    None

    Full

    532.  

    Shaw and Partners (Australia)

    Stocks

    None

    Beta

    533.  

    Skye Mastercard (Australia)

    Credit

    None

    Full

    534.  

    Smarter Money Investments (Australia)

    Stocks

    None

    Beta

    535.  

    Society One - Investments (Australia)

    Stocks

    None

    Beta

    536.  

    Society One (Australia)

    Loans

    Token

    Full

    537.  

    South West CU (Australia)

    Bank

    None

    Full

    538.  

    South West CU (Australia)

    Credit

    None

    Full

    539.  

    South West CU (Australia)

    Loans

    None

    Full

    540.  

    Southern Cross CU (Australia)

    Bank

    Multi Level

    Full

    541.  

    Southern Cross CU (Australia)

    Loans

    Multi Level

    Full

    542.  

    SPACESHIP (Australia)

    Stocks

    None

    Full

    543.  

    St George (Auto & Equipment Finance) (Australia)

    Loans

    None

    Full

    544.  

    St. George Bank (Australia)

    Bank

    None

    Full

    545.  

    St. George Bank (Australia)

    Credit

    None

    Full

    546.  

    St. George Bank (Australia)

    Loans

    None

    Full

    547.  

    St. George Bank (DirectShares) (Australia)

    Stocks

    None

    Full

    548.  

    St. George Bank (Global Currency Card) (Australia)

    Bank

    None

    Beta

    549.  

    St. George Bank (Margin Lending) (Australia)

    Stocks

    None

    Full

    550.  

    St. George Bank Business Banking (Australia)

    Bank

    None

    Full

    551.  

    Stake (Australia)

    Stocks

    None

    Full

    552.  

    StarNet (Australia)

    Loans

    None

    Full

    553.  

    State Custodians (Australia)

    Bank

    None

    Full

    554.  

    State Custodians (Australia)

    Mortgage

    None

    Full

    555.  

    Statesuper (Australia)

    Stocks

    None

    Full

    556.  

    StatewideSuper (Australia)

    Stocks

    None

    Full

    557.  

    Stockspot (Australia)

    Stocks

    None

    Full

    558.  

    SUMMERLAND CU (Australia)

    Bank

    None

    Full

    559.  

    Suncorp (Australia)

    Bank

    Token

    Full

    560.  

    Suncorp (Australia)

    Credit

    Token

    Full

    561.  

    Suncorp (Australia)

    Loans

    Token

    Full

    562.  

    Suncorp Super (Australia)

    Stocks

    None

    Full

    563.  

    SunSuper (Australia)

    Stocks

    None

    Full

    564.  

    Super SA (Australia)

    Stocks

    None

    Full

    565.  

    SuperEstate (Australia)

    Stocks

    None

    Beta

    566.  

    SWSCU (Australia)

    Bank

    None

    Full

    567.  

    Synergy (Australia)

    Bank

    None

    Beta

    568.  

    Taylor Collison (Australia)

    Stocks

    None

    Beta

    569.  

    Teachers Mutual Bank (Australia)

    Bank

    None

    Full

    570.  

    Teachers Mutual Bank (Australia)

    Credit

    None

    Full

    571.  

    Teachers Mutual Bank (Australia)

    Loans

    None

    Full

    572.  

    Telstra Super (Australia)

    Stocks

    None

    Full

    573.  

    Toyota Financial Services (Australia)

    Loans

    None

    Full

    574.  

    Toyota Super (Australia)

    Stocks

    None

    Full

    575.  

    Traditional CU Bank (Australia)

    Bank

    None

    Full

    576.  

    Traditional CU Bank (Australia)

    Loans

    None

    Beta

    577.  

    TruePillars (Australia)

    Loans

    None

    Beta

    578.  

    Twusuper (Australia)

    Stocks

    None

    Full

    579.  

    UBank (Australia)

    Bank

    None

    Full

    580.  

    UBank (Australia)

    Loans

    None

    Full

    581.  

    UBank (Australia)

    Stocks

    None

    Beta

    582.  

    UniBank (Australia)

    Bank

    None

    Full

    583.  

    UniBank (Australia)

    Credit

    None

    Full

    584.  

    UniBank (Australia)

    Loans

    None

    Full

    585.  

    UniSuper (Australia)

    Stocks

    None

    Full

    586.  

    Vanguard Investments (Investor) (Australia)

    Stocks

    None

    Full

    587.  

    Velocity Global Wallet (Australia)

    Bank

    Security

    Full

    588.  

    Velocity Global Wallet (Australia)

    Stocks

    Security

    Beta

    589.  

    Velocity Rewards (Australia)

    Miles

    None

    Full

    590.  

    VicSuper (Australia)

    Stocks

    None

    Full

    591.  

    Virgin Money (Australia)

    Bank

    Multi Level

    Full

    592.  

    Virgin Money (Australia)

    Credit

    Multi Level

    Full

    593.  

    Virgin Money (Super) (Australia)

    Stocks

    Token

    Full

    594.  

    Virgin Money Home Loans (Australia)

    Mortgage

    None

    Full

    595.  

    Virgin Money Loan(Reward me Home Loans) (Australia)

    Bank

    None

    Full

    596.  

    Virgin Money Loan(Reward me Home Loans) (Australia)

    Loans

    None

    Full

    597.  

    Vision Super (Australia)

    Stocks

    None

    Full

    598.  

    VMAPS (Australia)

    Bank

    None

    Beta

    599.  

    Vow Financial (Australia)

    Loans

    None

    Beta

    600.  

    Wa Super Investment (Australia)

    Stocks

    None

    Full

    601.  

    Warwick CU (Australia)

    Bank

    Multi Level

    Full

    602.  

    Warwick CU (Australia)

    Loans

    Multi Level

    Beta

    603.  

    WAW Smart Banking (Australia)

    Bank

    Token

    Full

    604.  

    WAW Smart Banking (Australia)

    Loans

    Token

    Beta

    605.  

    WAW Smart Banking (Australia)

    Stocks

    Token

    Beta

    606.  

    WealthO2 (Australia)

    Stocks

    None

    Beta

    607.  

    Wealthtrac Superannuation (Australia)

    Stocks

    None

    Beta

    608.  

    Wesfarmers Super (Australia)

    Stocks

    None

    Full

    609.  

    Westpac (Australia)

    Bank

    None

    Full

    610.  

    Westpac (Australia)

    Credit

    None

    Full

    611.  

    Westpac (Australia)

    Loans

    None

    Full

    612.  

    Westpac (Australia)

    Stocks

    None

    Full

    613.  

    Westpac Business (Australia)

    Bank

    None

    Full

    614.  

    Westpac Business (Australia)

    Credit

    None

    Full

    615.  

    Westpac Business (Australia)

    Loans

    None

    Full

    616.  

    Westpac Corporate (Australia)

    Bank

    None

    Full

    617.  

    Westpac Corporate (Australia)

    Credit

    None

    Beta

    618.  

    Westpac Mobile (Australia)

    Bank

    None

    Full

    619.  

    Westpac Mobile (Australia)

    Credit

    None

    Full

    620.  

    Westpac Mobile (Australia)

    Loans

    None

    Full

    621.  

    Westpac Mobile (Australia)

    Stocks

    None

    Full

    622.  

    Westpac Online Investing (Australia)

    Stocks

    None

    Full

    623.  

    Westpac rewards (Australia)

    Miles

    None

    Beta

    624.  

    WEX Fuel Card (Australia)

    Credit

    None

    Beta

    625.  

    Wilsons (Australia)

    Stocks

    None

    Beta

    626.  

    Wizard Home Loans (Australia)

    Loans

    None

    Full

    627.  

    Woolworths Everyday Money Credit Card (Australia)

    Credit

    Token

    Full

    628.  

    Woolworths Ezy Banking (Australia)

    Bank

    None

    Full

    629.  

    Woolworths Ezy Banking (Australia)

    Credit

    None

    Full

    630.  

    Woolworths Gift Cards (Australia)

    Miles

    None

    Beta

    631.  

    Woolworths Group Investor (Australia)

    Stocks

    None

    Full

    632.  

    Woolworths Rewards (Australia)

    Miles

    None

    Full

    633.  

    World homes Loans (Australia)

    Loans

    None

    Beta

    634.  

    Wotherspoon Wealth (Australia)

    Stocks

    None

    Full

    635.  

    Yellow Brick Road (Australia)

    Bank

    None

    Full

    636.  

    Yellow Brick Road (Australia)

    Loans

    None

    Full

    637.  

    YourLease (Australia)

    Loans

    None

    Full

    638.  

    Zurich Financial Services (Australia)

    Stocks

    None

    Beta

     

     

     

  • How do I link my other assets or liabilities?
    Financial accounts

    1. Click on your account name at the top right of the screen and select My Account.

    My Account Link 7

    2. Click on the three dots at the top right of the Other Accounts module and select Add Other Account.

    Add Other Account

    3. Set-up the account:
    - Select the relevant account type from the first drop down menu
    - Enter the account name
    - Set the required value
    - From the bottom drop down menu select with CR (credit) or DB (debit) to display the value as a positive or negative amount
    - Click Add Account to finish

    Add Other Account Set up

    4. The new account will now appear in the Other Accounts module.

    Other Account Module 1
  • How do I link a property?
    Financial accounts

    1. Click on the My Account from your profile icon

    Screen Shot 2018 04 17 at 10.38.06 am 1

    2. Click on Linked Properties.
    Where an account has no property the number in brackets will be set to (0). All properties added will increase the Linked Properties by (1). Click on the three dots options menu and select “add other property”

    Screen Shot 2018 04 18 at 4.25.33 am Screen Shot 2018 04 18 at 4.27.12 am

    3. The Link property tile will appear with information on your options. The two options are
    A. “Estimated Value” which is provided by a third party property valuation provider.
    B. “Use Manual Value” which you provide the value of the property on best guestimate basis.
    If you select the “Estimated Value” option and “address” field will appear for you to type and search your property address. As you begin typing the address starting with the number, street etc, the search field will populate properties matchng your address inputs. When the property returned matches your search criteria select on the property

    Screen Shot 2018 04 18 at 4.28.14 am Screen Shot 2018 04 18 at 4.30.43 am
    Screen Shot 2018 04 18 at 4.33.39 am

    4. Once you select on the property a property estimate value will be retieved from the third party property provider together with the property attributes incl type of dwelling, number of bedrooms, bathrooms, car spots and land size. You can also expand/collapse this information by selecting on the drop down aroown next to the three dotted options menu.

    Screen Shot 2018 04 18 at 4.34.18 am Screen Shot 2018 04 18 at 4.34.35 am

    5. If you select the “Use Manual Value” option a property profile tile will appear for you to compete the fields including Property Type, Address, Value (your own estimate), attributes (bed, bathsa, car spots and land size). Once complete select add property and the information will be added to your account and any data will be reported on in the relevant sections such as Net Worth.

    Screen Shot 2018 04 18 at 4.41.27 am
  • How do I unlink a property?
    Financial accounts

    1. Click on the My Account from your profile icon

    Screen Shot 2018 04 17 at 10 v2.38.06 am 4

    2. Scroll down to “Properties” and find the property you want to unlink. Click on the Options Menu “Three dots” and select unlink property

    Screen Shot 2018 04 18 at 4 v2.25.33 am 1 Screen Shot 2018 04 18 at 4 v2.34.18 am 1
    Screen Shot 2018 04 18 at 4 v2.51.42 am

    3. A confirmation message will appear upon selecting Unlink preoprty and once selected the prperty will be removed from your data set. Note when unlinking any accounts including this will affect any reporting which was previously being reported on.

    Screen Shot 2018 04 18 at 4.51.51 am
  • Add a Goal
    Goals

    1. Goals are linked to your budget. To access the goal menu and functions click on the Your Goals and Budget Tab at the top of the screen

    Screen Shot 2018 05 04 at 10.40.14 am

    2. Click on “+ New Goal” and a new screen will appear

    Screen Shot 2018 05 04 at 10.40.29 am

    3. There are two types of goal options.
    - Save Money being accumulation goals OR
    - Reduce Debt being reduction of balance goals
    Think about the type of goal you are creating. Are you working towards a future balance to increase (such as a saving balance) or are you contributing to reduce a balance (such as a loan)

    Screen Shot 2018 05 04 at 10.40.50 am Screen Shot 2018 05 04 at 10.42.48 am

    4. If you select “save money” then you will be prompted to complete what you are saving for. Or if you are reducing you will automatically be prompted to complete the description field

    Screen Shot 2018 05 04 at 10.46.28 am Screen Shot 2018 05 04 at 10.46.44 am

    5. Complete the rest of the fields once you have selected the goal type and entered the goal description.
    Note: You can start a goal at future date by selecting the starting date in the future
    At all time your finishing date must be post the starting date

    Screen Shot 2018 05 04 at 10.49.05 am Screen Shot 2018 05 04 at 10.49.13 am

    6. If you goal is explicitly linked to a particular account like a savings account, home loan or credit card then select the Link Financial Account Option.
    This will provide you with a list of your financial accounts and the goal balance will be tracked against the balance retrieved on a monthly basis.
    Note: You are requesting to link an account to your goal.
    By linking an account to this goal you will not be able to also use the manual contribution function, however any activity within the account will be calculated against the goal.

    Choose the account that your goal is associated to.
    Note: You can select multiple accounts just repeat the process of linking financial account. If two or more accounts the system will automatically add the two balances together when calculating and reporting against the goal.

    Screen Shot 2018 05 04 at 10.52.28 am Screen Shot 2018 05 04 at 10.54.06 am
    Screen Shot 2018 05 04 at 10.54.13 am

    7. Once you have verified all the details are correct select create goal.
    You will be prompted to Save thereafter again. This validates that your goal will now be created.

    Screen Shot 2018 05 04 at 10.58.17 am

    8. Once you goal is created your goal will appear in the Goals and Budget Screen
    If starting date is immediate as; Active Goal
    If starting date is in future as; Scheduled Goal
    When goal is completed: Completed Goals

    Screen Shot 2018 05 04 at 11.05.06 am

    9. Active Goals will appear first as the attached with a summary of the detail

    Note: As goals are explicitly linked to budget (in other words you cannot work towards a financial goal without physical budget/Cashflow adjustments any shortfalls in goal values or if a goal cannot be reached because your budget or Cashflow does not warrant it will be displayed as a warning

    You will also be presented with an high level overview to the right of how your budget and goals are calculated and your position
    If you are in “Monthly Surplus” this means you have adequate Cashflow against your budget to meet your goal(s).
    If you are in Monthly Deficit” like in the picture above this means you cannot reach your goal based on the current information.
    Your options from here are to change edit your budget to reflect the changes you are going to make to bring your position back into surplus OR
    Adjust the goal details such as extending the end date, reducing the goal balance etc to reduce the amount monthly required to meet the goal.

    See editing goal FAQ or editing budget.

    Screen Shot 2018 05 04 at 11.01.10 am

    Screen Shot 2018 05 04 at 11.02.03 am

    Screen Shot 2018 05 04 at 11.10.31 am
  • Edit a Goal
    Goals

    1. To Edit a goal click on the magnifying glass to the right of the goal summary

    Screen Shot 2018 05 04 at 11.17.50 am

    2. You can edit any part of the goal detail from this screen including; Goal Details, Accounts Linked to the Goal, uploading your own photo or picture to visualise the goal,
    Note: Any changes to the goal details and linked accounts and or calculations will also be reflected in the summary graph and Monthly goal summary when you scroll down the page

    Screen Shot 2018 05 04 at 11.24.11 am Screen Shot 2018 05 04 at 11.24.18 am
  • Upload an Image to a Goal
    Goals

    1. To Edit a goal click on the magnifying glass to the right of the goal summary and to the right you will see the goal image. There are default images that are pre-loaded from the system however you can upload your own

    Screen Shot 2018 05 04 at 11.17.50 am 1

    2. To change the image of a goal select the “change photo” button below the image tile

    Screen Shot 2018 05 04 at 11.51.14 am

    3. This will open your image finder from your PC or Mac if on desktop. Find and select the image you want to upload and click open. Your new image will automatically be uploaded

    Screen Shot 2018 05 04 at 11.57.16 am

    4. Click Save Goal

    Screen Shot 2018 05 04 at 11.58.26 am
  • Manually Contribute an Amount to a Goal
    Goals

    1. To manually contribute to a goal your goal must not be linked to a financial account when setting up. This means that you will need to manually assign transactions or contributions to a goal to re-calculate or adjust the goal value over time.

    2. To manually contribute to a goal you can either do it from the goal screen after selecting the goal you want to contribute to - if manual goal – selecting the magnifying glass and scroll down to the “add contribution” tab

    Screen Shot 2018 05 04 at 12.02.19 pm

    3. Enter the contribution amount in the value section. E.g $1,000 and click add contribution

    Screen Shot 2018 05 04 at 12.10.10 pm

    4. Your new contribution will be added and the goal calculations and values will be updated to reflect the contribution amount

    Screen Shot 2018 05 04 at 12.12.56 pm

    5. Note: TO REMOVE a goal contribution simply follow the above steps however add a (-ve) value in front of the amount. This will recalculate after you click “add contribution” and reverse.
    Your net position (goal net position) will also be adjusted to reflect the values reversed.

    Screen Shot 2018 05 04 at 12.13.12 pm
    Screen Shot 2018 05 04 at 12.13.25 pm
    Screen Shot 2018 05 04 at 12.17.09 pm

    6. You can also add a contribution via the transactions screen by locating the transaction you want to add and click on the three dotted option menu at the right of the transaction line. A pop up will appear and select “Link to GOAL”

    Screen Shot 2018 05 04 at 12.19.19 pm Screen Shot 2018 05 04 at 12.19.36 pm

    7. If you have more than one goal in your system you will be asked to select which goal to link the transaction to via the following screen. Select the goal and click link.

    Screen Shot 2018 05 04 at 12.21.07 pm

    8. You transaction will now have a symbol added which is the “Linked to Goal: symbol so you can easily identify

    Screen Shot 2018 05 04 at 12.23.00 pm

    9. Your goal summary will also be updated with the new transaction details

    Screen Shot 2018 05 04 at 12.23.19 pm
  • Allocate a Transaction to a Goal
    Goals

    Refer to Manually Contribute an Amount to a Goal

  • View all Allocations made Towards a Goal
    Goals

    1. To view your transactions allocated to a particular goal, select the goal you want to view by selecting the magnifying glass

    Screen Shot 2018 05 04 at 11.17.50 am 2

    2. Scroll down to contributions and click on the “down arrow” and a screen will appear providing you the option file export format

    Screen Shot 2018 05 04 at 12.27.16 pm Screen Shot 2018 05 04 at 12.27.23 pm

    3. Once you choose the export format your contributions will be automatically downloaded in either CSV or PDF

    Screen Shot 2018 05 04 at 12.27.44 pm Screen Shot 2018 05 04 at 12.28.19 pm
  • Link or Unlink a Financial Account to a Goal
    Goals

    Refer to Add a goal

  • Forgotten Password
    Manage my account

    1. If you forgot your password its O.K., just click on the “Forgot Password” link from the login screen

    Screen Shot 2018 05 04 at 1.27.17 pm Screen Shot 2018 05 04 at 1.27.38 pm

    2. Enter your email address that you registered with and an email will be generated for your to follow the prompts to re-set your password.

    Screen Shot 2018 05 04 at 1.27.47 pm Screen Shot 2018 05 04 at 1.28.16 pm

    3. Check your inbox (if not in your inbox check your junk mail) and follow the instructions to reset.

    Screen Shot 2018 05 04 at 1.28.59 pm
  • Change My Email Log In
    Manage my account

    1. Click on the profile image at the top right of the screen and select MY Account

    Screen Shot 2018 05 04 at 1.38.06 pm Screen Shot 2018 05 04 at 1.38.13 pm

    2. Click on Edit Profile

    Screen Shot 2018 05 04 at 1.38.24 pm

    3. Type your new email address in the email address field

    Screen Shot 2018 05 04 at 1.56.31 pm

    4. Once complete and confirm click save

    Screen Shot 2018 05 04 at 1.56.50 pm
  • Change My Password?
    Manage my account

    1. Refer to forgot password FAQ if you forgot your password or if you can log in but just want to change, update your password then login as normal Click on the profile image at the top right of the screen and select MY Account

    Screen Shot 2018 05 04 at 1.38.06 pm 1 Screen Shot 2018 05 04 at 1.38.13 pm 1

    2. Click on change password tab and a drop down screen will appear

    Screen Shot 2018 05 04 at 1.38.24 pm 1

    3. Complete the prompt and click save

    Screen Shot 2018 05 04 at 1.38.35 pm
  • Delete or Cancel My Account
    Manage my account

    1. If you wish to delete or cancel your account from the main screen click on the profile image and select my account

    Screen Shot 2018 05 04 at 1.38.06 pm 2 Screen Shot 2018 05 04 at 1.38.13 pm 2

    2. Scroll to the bottom of the page and on the left you will see a cancel account link. Click the link. A confirmation message will appear and click confirm or cancel if you change your mind.

    Screen Shot 2018 05 04 at 1.38.24 pm 2 Screen Shot 2018 05 04 at 1.42.26 pm

    3. Refer to the T&C’s for any questions on data handling after you have deleted or cancelled your account.

  • Manage My Information Sharing Permissions
    Manage my account

    1. If you wish to edit your sharing options, from the main screen click on the profile image and select my account

    Screen Shot 2018 05 04 at 1.38.06 pm 4 Screen Shot 2018 05 04 at 1.38.13 pm 4

    2. Click on edit profit and edit the sharing access
    Sharing access options are the last two options;
    - Hide Transactions: You can hide transaction description view by selecting ON
    - Full Access: You can turn adviser impersonation access by selecting NO

    Screen Shot 2018 05 04 at 2.10.38 pm
  • Manage My Alerts
    Manage my account

    1. If you wish to edit your alerts and communications options, from the main screen click on the profile image and select my account

    Screen Shot 2018 05 04 at 1.38.06 pm 3 Screen Shot 2018 05 04 at 1.38.13 pm 3

    2. Click on edit profile and edit the emails alerts

    Screen Shot 2018 05 04 at 2.15.06 pm

    3. You can also access your alerts from the main dashboard by clicking on the bell symbol and a side panel will appear with your alerts generated.
    The alerts are in app alerts. Emails are also generated and sent to your inbox as secondary communication format
    If you disable alerts you will not receive email alerts or in app notifications.
    An example of a previously generated “Over Budget” alert and notification sent by email.

    Screen Shot 2018 05 04 at 2.15.25 pm
    Screen Shot 2018 05 04 at 2.15.34 pm
    Screen Shot 2018 05 04 at 2.23.13 pm

    4. To view a list of the alerts click on the cog symbol

    Screen Shot 2018 05 07 at 4.19.26 pm

    5. A list of alerts are available and you can turn on by clicking on the circle

    Screen Shot 2018 05 07 at 4.20.42 pm

    6. A descript to each alert is available by hovering over the ? symbol

    Screen Shot 2018 05 07 at 4.19.50 pm
  • Browser & App Support
    Manage my account

    1. Moneysoft is fully tested on the below browsers:

    - Google Chrome
    - Edge
    - Firefox
    - Safari

    We support the current version of each browser and the 2 previous major versions.

    If you want to view your current browser version to go
    https://www.whatismybrowser.com/ and your browser will be auto detected.

    Screen Shot 2018 05 04 at 2.29.46 pm

    2. We also support mobile apps for both iOS and Android. Check the respective app stores

    Screen Shot 2018 05 04 at 2.31.18 pm
  • How do I invite an Adviser?
    Partner administration

    1. To invite a new adviser, you have to be an administrator of your site.
    Once you are logged in as a administrator from main your dashboard click on the +Invite buttton and select “adviser”.

    Screen Shot 2018 04 18 at 3.05.57 pm Screen Shot 2018 04 18 at 3.06.14 pm

    2. You will be prompted to complete the fields and once complete select “send invite”

    Screen Shot 2018 04 18 at 3.06.27 pm

    3. The invited adviser will receive an email requesting to register and once complete the status of the adviser within your account will change from “created” to “registered”

    Screen Shot 2018 04 18 at 3.06.54 pm Screen Shot 2018 04 18 at 3.07.11 pm
  • How do I view my Advisers?
    Partner administration

    1. To view adviser status and underlying clients you have to be an administrator of your site.
    Once you are logged in as a administrator from main your dashboard hover over and click on “individual advisers” button

    Screen Shot 2018 04 18 at 3.05.57 pm 2 Screen Shot 2018 04 18 at 3.16.13 pm

    2. You will be presneted with a full list of your advisers listed in your administrator account and their underlying activity including; Status,
    Activity, Summary of clients in units (e.g 4) and the type of account they have plus the ability to view the individual clients listed under the associated adviser

    Screen Shot 2018 04 18 at 3.19.28 pm 1  

    3. To view or change the individual adviser settings click on the List menu next to the Last Acvtie status

    Screen Shot 2018 04 18 at 3.19.41 pm Screen Shot 2018 04 18 at 3.23.33 pm
  • How do I view my Advisers' Clients?
    Partner administration

    1. To view all your advisers clients ou have to be an administrator of your site.
    Once you are logged in as a administrator from main your dashboard hover over and click on “individual clients” button

    Screen Shot 2018 04 18 at 3.05.57 pm 1 Screen Shot 2018 04 18 at 3.26.49 pm

    2. Alernatively you can view an individual clients associated to an advisers by hovering over and clicking on “view clients”. A tile list of clientd will be presented.

    Screen Shot 2018 04 18 at 3.19.28 pm Screen Shot 2018 04 18 at 3.19.52 pm
  • Find Reports
    Reports

    1. All reports are located from the main dashboard view.
    The most common reports are available on the dashboard and clicking “View all reports” link will open up all reports available.
    There are 10 standard suite of reports available.
    If you cannot see all your reports and you are associated to an adviser, some reports may not be available.

    Screen Shot 2018 05 07 at 12.01.48 pm

    2. Some reports may need additional information for them to continuously update. For example; the budget snapshot report needs your inclusion of the selected 5 categories of choice before data can be represented.

    Screen Shot 2018 05 07 at 12.02.23 pm
  • Download OR Email Reports
    Reports

    1. To download reports once you have selected the correct report and data periods to be generated, click on Export and you will be provided with your export format options including PDF, EXCEL, and CSV.
    Your report will be automatically downloaded thereafter.
    NOTE: Check your downloads folder on your computer if your report does not automatically open

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    2. You can also EMAIL reports directly from the system by selecting email and following the prompts. Once you have selected the format and additional input fields click “Email Report”.
    A generated email with the report attachment will be email to the account holders email, and any additional email addresses included.

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  • Pre-selected Reports
    Reports

    1. There are 10 preselect reports available which are part of the standard suit. The suits is continuously updated based on user data representation demand and suggestions.

    2. There is also additional property valuation reports. Refer to the property FAQ for more detail.

  • Generate Reports
    Reports

    1. To generate a report, click on the magnifying glass for the report you wish to generate

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    2. The report will expand and additional drop downs will appear including start and end report date period plus any additional drop downs that are relevant to each report.
    NOTE: any changes to the report will require you to click on the GENERATE button for the updated information to be displayed.

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  • Create a Rule
    Rules

    1. The inbuilt rules engine is a way to make your categorisation more efficient and personalised. Rules are ways in which you can tell the system to do something specific for a particular set of transactions.
    Example;
    Quickly categorise a set of transactions to a more personalised category for you OR
    Group categorise a set of transactions from one category to another
    Rule can be as broad or as specific as you like.
    You can access the rules feature from the transactions page and click on View Rules or from the transaction line categorisation section “set rule for this transaction”

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    2. From the transaction line you can select the category you want to categorise a transaction and if you want to repeat this transaction for all historical and future transactions click on select Create a rule to do this automatically.

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    3. Increase the number of transactions a rule applies to by tweaking the transaction description or string
    A transaction containing BWS 2884 BROADBEACH AU will pick up only 2 transactions
    However, a transaction containing BWS will pick up 11 transactions

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    4. There are simple rule and also advanced rule by clicking on the advanced rule feature to the right which provides more detailed rule features to create rules from

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    5. Once you are ready to create your rule click the Create Rule button

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    6. To navigate to the rules page and rules you have created click on the View Rules button on the transactions page.

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    7. A list of rules will be provided and you can edit, delete and manage the rules from this page.

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  • View / Edit Rules
    Rules

    1. Rule can be as broad or as specific as you like.
    You can access the rules feature from the transactions page and click on View Rules or from the transaction line categorisation section “set rule for this transaction”

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    2. A list of rules will be provided and you can edit, delete and manage the rules from this page.

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  • Track My Cash Purchases
    Transactions

    1. Ensure you are in the transaction page and locate the transaction (example; ATM withdrawal next to the category is a two arrow symbol. Click on the symbol as this is the split transaction function

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    2. A pop up box will appear. Click on the category group and locate the underlying category you wish to split the transaction into.
    For example; if I withdrew $500 from an ATM and want to split $300 to entertainment and $200 to restaurants.
    NOTE: amounts added to other categories will recalculate and the balance will be left in the original category if not balanced.

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    3. Once you are satisfied with the re-categorisation split, click categorise and the transaction line will be updated. All data including reports, graphs and budget actual calculations will be updated to reflect the revised amounts. The number of categorised chosen will also be reflect in the transaction line. Example +2 Others

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  • Edit a Transaction
    Transactions

    1. Find the transaction you would like to change. You can edit the category by clicking on the current category example ‘entertainment’ and a new pop up will appear. Locate the new category by either clicking through the category groups and then sub-categories, or search the category by using the search function.

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    2. Once you have located the new category click CATEGORISE

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    3. Your transaction will also be updated with the new category. Any reports, calculations, budget actuals, or data graphs will be also automatically updated.

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  • Split a Transaction
    Transactions

    1. Ensure you are in the transaction page and locate the transaction (example; ATM withdrawal next to the category is a two arrow symbol. Click on the symbol as this is the split transaction function

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    2. A pop up box will appear. Click on the category group and locate the underlying category you wish to split the transaction into.
    For example; if I withdrew $500 from an ATM and want to split $300 to entertainment and $200 to restaurants.
    NOTE: amounts added to other categories will recalculate and the balance will be left in the original category if not balanced.

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    3. Once you are satisfied with the re-categorisation split, click categorise and the transaction line will be updated. All data including reports, graphs and budget actual calculations will be updated to reflect the revised amounts. The number of categorised chosen will also be reflect in the transaction line. Example +2 Others

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  • Tag or Flag a Transaction
    Transactions

    1. Find the transaction you would like to tag or flag.
    To the right of the transaction click on the options menu and select “Manage Tags”
    If this is your first time and you have no previous tags, then click on the oval text field to add a new tag, and begin the tag name.
    A tag is like a reference beyond a category for ease reference or locating.
    For example;
    Tax related, event, like Christmas or birthday or associating same category to multiple children.

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    2. Once you have flagged or tagged your transaction it will automatically appear in the transaction line with a “tag” symbol

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    3. You can filter and find specific tags or transactions associated to a tag by clicking on the Filter symbol to the right of the transaction page. Scroll to tags and select which tags to you want to filter by and click APPLY filter.

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  • Filter the Transactions List
    Transactions

    1. To filter transactions click on the filter tab from the transactions page.

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    2. A pop up will appear with an advanced selection criteria of search or filter fields. You can search by 10 different filters and within filters are also additional filters so the filter options extend in the hundreds of combination types

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    3. When you select your filter fields you will be directed to the transactions filter view after you click APPLY FILTER
    Example;
    I want to search for all cash withdrawals over the last 14 days from all accounts.
    My filter options selection options are shown to the right

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    4. My transaction filter view after clicking apply would take me straight to the transactions that match my search filter

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  • Export Transactions
    Transactions

    1. Transactions can be exported by clicking on the downward arrow on the transactions page.
    NOTE: What will be downloaded is what ever appears in the transaction page prior to clicking the download arrow. Therefore if you want to select a particular series of transactions then make sure you filter or search the transactions you are looking for before you download.

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    2. You will be prompted to select the export format in either CSV, PDF or Excel.

    Your transactions will be automatically downloaded thereafter.
    NOTE: Check your downloads folder on your computer if your report does not automatically open

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  • Add a Note to a Transaction
    Transactions

    1. To add a note to a transaction, locate the transactions that you want to add a note to and to the right click on the options menu.
    A pop up will appear and select “View / Edit Notes”

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    2. Ion the Transaction Notes text field type in your desired text or note and click SAVE

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    3. Your note will now appear in the transaction line with the note symbol

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  • Reconcile Transfer Transactions
    Transactions

    1. Click the Filter by tab in the transactions page then select the "Find" option under the Transfers heading.

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    2. The system will match any transfers by if any are categorised as anything other than TRANSFER they will display the transfers symbol

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    3. if there are any transactions which are not transfers you can remove these transactions from the list by clicking the "Transfer" symbol and then clicking the "Not a Transfer" button in the pop up that appears.

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    4. When you have checked all the displayed transactions and have verified they are all transfers they will all be displayed as transfers thereafter including in reports.
    Transfers are excluded from incoming and outgoing reporting unless you select the “Include Transfers” feature within the relevant reports.
    NOTE: to double check whether transfers are all correct your balance of debits and credits in the results field should be $0.00., If the amount is not $0.00 then your income or expenses will be under / over stated.

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  • Recategorise a Transaction
    Transactions

    1. Find the transaction you would like to change. You can edit the category by clicking on the current category example ‘entertainment’ and a new pop up will appear. Locate the new category by either clicking through the category groups and then sub-categories, or search the category by using the search function.

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    2. Once you have located the new category click CATEGORISE

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    3. Your transaction will also be updated with the new category. Any reports, calculations, budget actuals, or data graphs will be also automatically updated.

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  • Custom Categories
    Transactions

    1. Custom categories allows you to personalise your categories.
    You can easily create custom categories from the transaction line
    NOTE: Categories are associated to Category Groups. Therefore make sure you are in the right category group before selecting ‘Create New’ otherwise your new custom category will appear in the wrong section.

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    2. Alternatively you can also add / edit and manage custom categories from the “Manage Custom Categories” button the transactions page

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    3. The Manage Custom Categories page displays the custom categories you have create together with additional information such as the
    - Group the custom category is associated to
    - The custom category name
    - The number of transactions listed with the category
    - Whether its being used with associated rules, in the calendar or budget

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    4. If you want to remove a custom category click on the recycle can symbol

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    5. If the trash can next to the category you want to delete is grey in colour you cannot delete.
    NOTE: if you have custom categories that are being used in multiple places such as rules, calendar or in your budget you will be prompted with a message

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  • Add a Trend
    Trends

    1. Trends are quick graphical representation of data. Trends can be created from pretty much most data sets in the system and can be filtered to view further
    Trends are located on your dashboard below reports. There are two pre-pinned trends and To add a Trend, click select the + box and the following pop-up window will appear that allows you to make your selection of data you wish to chart

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    2. You can select from the pre-select options available or create your own

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    3. Example: Lets say you want to compare ALDI vs. Coles my trend inputs would looks like the attached.
    When you have completed it and you want to make the trend an ongoing reporting trend click SAVE and the trend will also appear and pinned on your dashboard

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  • Delete a Trend
    Trends

    1. To delete a trends locate the trend graph you want to delete and click on the recycle bin symbol

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    2. A confirmation message will appear to confirm and click DELETE. Your trend graph will be delete from the dashboard.

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  • Edit a Trend
    Trends

    1. To edit a trend click on the pencil symbol on the trend graph. A pop will appear for you to make your necessary changes. Once complete click SAVE

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    2. You can else expand / reduce the trend the time scale by clicking on the + or – circles at the bottom right of any trend graph.

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  • Adjust the Trend Time Scale
    Trends

    1. You can else expand / reduce the trend the time scale by clicking on the + or – circles at the bottom right of any trend graph.

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    2. The time scales are set to averages in the following views; weekly, fortnightly, monthly, bi-monthly, quarterly, 6monthly, and yearly.

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  • Why would you select balance only vs all transactions for an account (e.g. Investments / Super / Project)?
    Financial accounts

    Balance only is generally used for accounts where the transactions are either inconsequential or do not relate to a client’s normal cash flow position. These accounts can include Investments, Superannuation or accounts created specifically to manage a dedicated project (building a house).

    The balance only option is used to minimise the volume of transactions to be categorised, reduces complexity and ensures the data and reporting is more accurate.

    Superannuation contributions, account fees and payments directly taken from a super or investment account or spending are not normally associated with a client’s cash flow position can distort their budget position and cause inaccuracies in the income and expense reporting.

    Setting these accounts to balance only will hide the related transactions, removing them from the budget calculations, expense and budget reporting providing a more accurate view of your client’s cash flow and budget position.

    The transactions are still retrieved for the account, just not displayed within the platform. If a client or the adviser wishes to review these transactions for any reason, the balance only option can be turned off and the transactions for the account will be displayed on the transactions page.

     

  • What is budget rollback and when / why this should be used?
    Budget

    The budget rollback feature is most commonly used after a client has linked their financial accounts in the platform.

    When a client first links their financial accounts, up to 90 days of historical transactions are retrieved and a budget is calculated using the data from this initial set of transactions, taking an average of the last 90 days and applied to the current month. There may, at this time be some adjustments from either the adviser or the client, but this budget is essentially created on a limited volume of transactions.

    Example 1:

    A client links their financial accounts in mid-February. This will result in a half month’s worth of transactions for February, a full month’s worth of transactions for January and December and another half month’s worth of transactions for November (i.e. 90 days for historical transactions).

    The adviser or client reviews and adjusts the February budget using estimates of what they believe their actual income and spending would be. Having set the budget the adviser or client want the previous full calendar months to also share the February budget figures to improve the reporting for January and December.

    To do this, they can select the rollback function to overwrite the February budget for January and December with the updated February budget figures.

    Example 2:

    A client links their financial accounts and 90 days of transactions are returned. Again the adviser or client reviews and adjusts the budget using estimates of what they believe their actual income and spending would be.

    After a month the budget vs actual position is reviewed and it is clear that the original estimates for the budget were not correct. To improve the reporting for the previous period a new budget is set and then rolled back over the previous months.

    Note: When a budget is rolled back, it is no longer possible to view the previous version.

  • What do I do if my financial account balance sign is incorrect?
    Financial accounts

    In a situation where one or more of your financial accounts are displaying the wrong balance sign, causing an incorrect representation of your net worth in Moneysoft, you can quickly and simply fix change the balance sign.

    For example:

    Two portfolio account “Loans” are showing in the loan type with a Green value with a negative sign, which is incorrect. Moneysoft reports the amounts drawn down on a portfolio account not the amount available.

    Therefore the two accounts in Loans that are displaying in Green are true loans.

    To change the account balance sign, click the three dot options menu icon beside the relevant account and select Edit Account.

    In the Edit Account screen, click the Switch balance sign toggle then Save.

    The account balance sign for the account will now be displayed correctly and the net worth report on the dashboard will update accordingly.