Colonial First State FirstChoice Application Integration
Please note: Your practice will need an AdviceOS API key in
order to set up the application integration with Colonial First State. Please complete the API Agreement and
email it to info@midwinter.com.au, in order
to set this up if you don’t have one already. The
instructions to generate your API key can be found here.
1. Log into FirstNet Adviser and click
on “Open New Account”.
2. Select “Apply - using
integration”. You will be redirected to the Colonial First State Originations
app.
3. When in
the CFS Originations app, select “Set up an integration”.
4. Click Connect under Midwinter.
5. Enter
your API key, click the consent box once you understand the terms and
conditions, and click “Test connection” to verify that everything is
working.
6. If
everything is working, click Save.
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