Support | Datafeeds| Vanguard Data Feed Migration| Adviser Action Required

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Vanguard has launched a new Xplan data feed via the Adviser Portal, replacing the current FNZ feed. Advisers must transition to the new feed to keep client data flowing.

Please follow the registration steps below to maintain data access for your clients. 

If you require additional assistance, please contact the Datafeed Support Team.

 

Quick Checklist

• Check timeline for FNZ cut-off and migration
• Activate Vanguard feed in XPLAN
• Register via Vanguard Adviser Portal (new password/token)
• Enter Adviser ID and token into XPLAN Adviser Mapping
• Ensure client consent is provided for each or all accounts (no consent = no feed)
• Allow for 2-7 days for data to flow through

 

Timeline & Deadline

 

• 15 October 2025 - FNZ feed is switched off

• Mid-October - Migration in Xplan

• Around 20 October 2025 - New feed registrations open

 

What Has Changed?

 

• Data Source: Now supplied directly by Vanguard (not FNZ)

• Coverage Expanded: Includes Vanguard Super (SaveSmart, TransitionSmart, SpendSmart) plus Vanguard Personal Investor.

• Identifiers Updated: Client, Holding and Transaction IDs will change. Iress will migrate them for you

• Data Refresh: Vanguard will refresh transactions. Old FNZ transactions will be flagged as deleted. 

  • Recommendation!  Accept the deletion and use the refreshed feed

 

More information in the Release Note here: Vanguard Datafeed Upgrade

 

️Adviser Steps & Troubleshooting

 

1. Activate the Vanguard feed in XPLAN
Admin⇒system datafeeds⇒ Vanguard “enabled”

 

 

 

2. Adviser registration

Each adviser now requires password/token. Each client must also give consent.
***No consent = no feed***

 

>>>Steps: Vanguard portal<<<

1. Login into Adviser Portal  https://www3.vanguard.com.au/adviserportal/welcome

2. Navigate to Settings⇒Datafeeds⇒Enable

3. Review and accept the Terms and Conditions

4. Token/Password will be displayed

===> Refer to this 'how to' flyer Vanguard Adviser Portal

 

 

>>>Steps: XPLAN<<<

1. Enter your Adviser ID and password (token) into Xplan, via the Adviser Mapping

2. Once your adviser code has been mapped, it may take up to 2 business days for the data to be received. For the existing advisers this will take up to 7 days due to migration activities

 

 

3. Client Consent

Your clients must provide consent for each account (or all accounts) to appear in XPLAN. If an account is missing in XPLAN please ensure this step is done by the client.

 

Consent options:

• Online in the Vanguard portal or 

• Using the PDF consent form (to be provided)

===> Refer to this “how to” flyer: Vanguard Client Portal

 

Quick Guide to Useful Links

Iress Community - Vanguard Datafeed Upgrade

Vanguard Portal

Adviser how to Flyer - Vanguard
Client how to Flyer - Vanguard

 

Vanguard contacts:

Email: adviserservices@vanguard.com.au
Phone: 1300 655 202