Xplan Datafeed Issue Form

Xplan Datafeed Issue Form

Please complete this form regarding datafeed problems that continue to persist after trying the below steps.
Please read through the below before filling out the form:
- If there are incorrect balances or have reconciliation issues, please review the System Datafeed Troubleshooting Guide: Click here
1. Adviser datafeed mappings are accurate and have not expired.
2. Refresh client accounts (Portfolios > Admin > External Accounts > Refresh Account)
- Some accounts may be unmapped…please map the accounts to the client profile.
Your Xplan Site URL*

count.xplan.iress.com.audiverger.xplan.iress.com.audiverger2.xplan.iress.com.au
Your Name*

First NameLast Name
Your Email*
example@example.com
Datafeed Issue Title
Description
Let us know the steps you took to receive the issue and/or what you would expect to see
Current Portfolio Valuations and Relevant Transactions Attachment

Please ensure that your attachment does not include any personal data/personal information.
Cancelof
Datafeed Provider / Vendor*
Adviser Name*
Adviser Code*
Xplan Entity ID*
Xplan Client Portfolio Account Number
Are date locks in place?*
Have you run a datafeed refresh?*
Results of refresh (if run, please copy the notification result of the refresh once completed)
Add in this field the text from the notification message
Should be Empty: