This guide will show you how to set up the AJ Bell Valuation Integration.
Setting up the Addon
Go to the Addon store from the Settings tab. From here, select AJ Bell.
From here, under the Setup Instructions you can see what you need to do, to get this add-on active. For AJ Bell, you will need to contact your account manager to obtain your credentials.
When you have obtained the relevant credentials, you'll need to complete the configuration tab.
Once you've completed all of the fields, you can select Enable.
Your feed will then be up and running. Please allow an overnight refresh to start seeing data pull through.
Troubleshooting
AJ Bell policy numbers have a standard format of:
SCCXXXXXX-DA (for General Investment Accounts/Dealing Accounts)
SCCXXXXXX-ISA (for Stocks and Shares ISAs and JISAs)
SCCXXXXXX-LISA (for Lifetime ISAs)
SCCXXXXXX-SIPP (for SIPPs, Junior SIPPs and RIAs)
Please ensure all your policy numbers reflect this, in order for the data feed to work correctly - SCC12345678-GIA (for example) will not work.