CDR FOR TRUSTED ADVISERS

ABOUt cdr for trusted advisers

Questions?

• What data do I receive as a Trusted Adviser?

  You have access to all data fields (clusters, metadata) to which an unrestricted ADR has access. This includes transactional, account, product, payee and transactional data.
  
  All data can only be accessed when consented by a customer.
  
  The key difference is that you receive it through an unrestricted Accredited Data Recipient that accesses the CDR data on your behalf.

• How do I receive data as a Trusted Adviser?

  This is purely a commercial relationship with Adatree, so it is easy and quick to set up.

  Adatree completes checks to ensure that you are classified as a Trusted Adviser. Adatree is regulated to access the data with all connections and insights already built. We'll give you a well-documented API to access the data, so you can be up running in hours.
  
  Once you receive the CDR data, then this is not considered CDR data anymore. This means there aren't restrictions where you can store this.

  Trusted Advisers are able to receive CDR but not be accredited because of their other regulations in their roles. 

• How long does it take to get access to CDR data as a Trusted Adviser?

  Once you have verified your Trusted Advisers status and signed with Adatree, we can get you up and running in just a few hours.

  You can test access before you get real data, if you'd like.

• Is my business eligible to receive CDR Data as a Trusted Adviser?

  There is a specific list of businesses that are considered Trusted Advisers, including: 

  • Accountants (CPA, CA)
  • Mortgage Brokers 
  • BAS Agents
  • Tax Agents
  • Lawyers 
  • and other regulated professions

  Contact Adatree to find out if you are eligible to be a Trusted Adviser. 

  If you are considered a Trusted Adviser, you have to access the CDR in other ways. 

• How do I know if being a Trusted Adviser is right for me?

  Take Adatree's CDR Access Quiz and find out in less than a minute!
  
  

• Why would I want to access the CDR as a Trusted Adviser?

  If you are a Trusted Adviser, you can receive consented CDR Data Insights without the accreditation. It leverages your existing regulations or accreditations to accelerate your access to consented data. 

• What do my customers do?

  Your customers still have to consent to share their data with Adatree for the purpose of providing you with their data. 
  
  Adatree sets up the consent process so it is compliant and you don't have to build it. It is branded like your company though.

• Do I need an audit?

  No. When you are a Trusted Adviser, you don't need an official external audit. This makes accessing data much cheaper and faster.