Connecting your Swyftx account to BGL Corporate Solutions (BGL) allows for an automated, real-time flow of your cryptocurrency data directly to your advisor.
Advisors can now sync real-time cryptocurrency data directly into BGL’s Simple Fund 360 and Simple Invest 360 platforms. This integration provides accurate balances and transaction history for SMSF, company, individual, and trust portfolios.
Before you begin
Eligibility: This integration is currently available for Australian-based customers only.
Supported transactions: At this time, the sync supports ‘Spot’ transactions only. Data regarding derivatives or loan transactions cannot be shared via this integration.
Getting started
To get started, you will generate a secure read-only API key on Swyftx and provide it to your accountant (or enter it into your BGL dashboard) to bridge the two accounts.
Accountant-initiated: Your accountant may invite you to connect your Swyftx account directly through their BGL dashboard. If they’ve requested this, you'll just need to provide them with your API key.
Customer-initiated: If you want to start syncing your data but haven't heard from your advisor yet, you’ll need to reach out to them directly to ensure they use BGL and are ready to receive the data.
How to create a secure API key for the BGL integration
Please make a note of your API key. If lost, we cannot provide it, and you will need to make a new key.
App
Select the three lines
in the top left corner to expand the side menu, then select 
Profile.Select
API Keys.Select Create new key, then select Continue.
Choose the type of key you want to create. For Swyftx’s integration with BGL Corporate Solutions (BGL), select Advisor access. This is a read-only setting.
Enter an API key title or nickname.
Review the key configuration, then select Confirm.
Enter your password, then select Create key.
Your API key and access token will display.
Select Copy next to the key string and save it somewhere secure, like a password manager.
Select I understand to close the window. You will now see your newly created key in the list.
Web
Select your circled initial in the top right corner of the dashboard and select
Account settings.Select API keys from the profile menu, then select Create a key.
Select I understand.
Enter an API key title or nickname.
Choose the type of key you want to create. For Swyftx’s integration with BGL Corporate Solutions (BGL), select Advisor access. This is a read-only setting.
Select Continue.
Enter your password, then select Continue.
Your API key and access token will display.
Select Copy next to the key string and save it somewhere secure, like a password manager.
Select I understand to close the window. You will now see your newly created key in the list.
To view API key permissions, select Info next to the key.
Information about data syncing
The data between BGL and Swyftx will be synced the next day for the previous 24-hour period.
Data syncing occurs automatically. Advisors, accountants, and Swyftx users cannot ‘re-sync’ or force a data sync.
You can revoke an API key at any time from within your Swyftx account. Find out how in our support article, Create an API Key.
Additional resources
BGL knowledge article: Swyftx – Simple Fund 360 Knowledge Centre