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How to set up a DVP account

The set-up of some DVP accounts require specific tags, demographics and contract note emails to enable data flow to the DVP provider. 

Below is a brief guide to some of our commonly used DVP providers, however these may be subject to change and we encourage you to also confirm requirements directly with the provider.

  • CFS Edge
    Tag - C/First State Custom Solution - *CF account number*
    Demographic - EXFEED - COLNL - Colonial
    Email - customsolutions@colonialfirststate.com.au

  • NetWealth
    Tag - NetWealth Account Number - WRAPXXXXX
    Demographic - EXFEED - NETW- NetWealth
    Email - tradesettlements@netwealth.com.au
  • BT Panorama
    Tag - BT Panorama A/C FinClear - BT Panorama Account Number
    Demographic - EXFEED - BTPANO - BT Panorama
    Email - lsconfirmations@panorama.com.au

If you have any questions or would like to know about other providers please reach out to Account Services.