Please Note
From 28/11/2025, an enhanced and more comprehensive Selfwealth wrap feed will be available. If you are currently receiving Selfwealth data through Contract Notes Service or the existing wrap feed, please refer to the Selfwealth Direct Feed Update for details of the changes and the actions required to take advantage of the new feed.
| Feed Type | Cash Movements (Bank Transactions) |
Investment Movements (Buys & Sells) | Income Movements (Dividends & Distributions) | Historical Data |
| Automated |
Overview
BGL has integrated with Selfwealth to an automated, daily feed which imports cash, investment, income, and investment transactions (buys and sells) including Contract Notes PDFs, through a single Selfwealth Wrap data feed.
Selfwealth is an innovative peer-to-peer investment community. Selfwealth is built on the simple truth that through collective intelligence you can achieve better results. The Selfwealth 200 (the top 200 portfolios in the Selfwealth solution), listed by FTSE Russell, has consistently outperformed the ASX 200. Selfwealth uses the power of the crowd to help your client perform better. To learn more about Selfwealth, check out their website www.Selfwealth.com.au.
Selfwealth also includes Australia's only fixed price trading solution at just $9.50 per trade, irrespective of trade size. Setting up a trading account is fully automated online with no paper forms to sign or complete.
To authorise a data feed from Selfwealth to BGL, the account holder will need to create a Token Code.
Login to your Selfwealth account.
Click on the Profile icon in the top right-hand corner, and then select, Settings.
Select the General tab, and scroll to the 'BGL Settings' section and toggle on 'Enabled' for the relevant Trading Accounts.
Copy the generated Token Code, as it will be required when setting up the data feed in the Feed Management screen. For the next step, refer to the ‘Setup in SF360’ tab in this article.
Example Selfwealth Data Feed Token: 6ct0BAeXRNpFqKAfFHTgSP
To set up a Selfwealth data feed within Simple Fund 360, please navigate to the Feed Management screen and follow the instructions below.
Within the Feed Management screen, click the blue ( + ) Setup button.
Entity - Ensure that the correct entity has been selected.
Feed Provider - Select ‘Selfwealth’.
Account ID - Enter the Token Code generated by the account holder in Step 4 of the 'Authority Process' tab.
Bank Account - Select the main Cash Account linked to the Selfwealth account.
Do not import data before - Users can restrict the data that is imported by the feed by inputting a date. Clicking on the three dots will allow you to also enter a Do Not Import Data After date. If data has already been manually entered, this step will be necessary to prevent any duplication with manual work if re-requesting the feed.
Save - Click this button to ensure that any changes made are saved.
Yes, 2 financial years of historical transactions will be provided by Selfwealth upon data feed activation.
The system can automatically match the following types of transactions provided that the debits and credits reconcile between the transactions and that the transactions are recorded within a similar date range.
Investment movements (Buys and Sells) and the corresponding Bank movement(s).
Income movements (Dividends and Distributions) and the corresponding Bank movement(s).
Simple Fund/Invest 360 will be able to automatically code dividend transactions using it's inbuilt ASX data feed provided that the cash movement has been recorded.
Any transactions which have not been automatically matched or coded by the system will need to be actioned manually.
The Selfwealth wrap feed will now provide investment movements and trade confirmation source documents, you may experience data duplication if the Contract Notes Service remains active.
To avoid duplication, please contact the BGL Support team to assist with cancelling your existing Contract Notes setup.
Yes, when setting up the feed or editing the feed, the Bank, Investment and Income transaction types can be toggled on or off.