Onboarding Checklist - Connective Brokers

Onboarding Checklist - Connective Brokers


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    • Sherlok Onboarding Checklist - AFG Brokers

    • How do i enter my API information? (Connective Brokers Only)

      If you aggregate with Connective, Sherlok requires your API information. To enter this, click the broker name (in the top right hand corner) > Third Party Credentials. See below. Your API information can be found in the integrations tab in Mercury
    • Aggregator Onboarding Matrix

      The provided information explains how brokers can pull their data into Sherlok when they sign up, with different steps required depending on their aggregator. It outlines the specific methods used for each aggregator to integrate their data with ...
    • I have just created my account. What should I do?

      Step 1: Get your data Import your data by completing the onboarding wizard. This is a 5-minute process that is personalised and unique to your aggregator. After completion, your data will be imported within 24 - 48 hours. You can use this time to ...
    • Is my Data safe inside Sherlok?

      Yes, rest assured your data is safe inside the Sherlok servers. We have strict security protocols, pass regular third-party security audits and penetration tests and have been signed off by your aggregator.  ​As part of AFG’s Preferred Partner ...