ByAllAccounts Direct Feed Setup Instructions - Critical Instructions for setting up Advisor/Customer Feeds and API Web Services

Sep 15, 2026

ByAllAccounts Direct Feed Setup Instructions provides critical guidance for configuring advisor and customer data feeds along with API web services. It outlines the access-feeds table and supplier-specific setup steps, including SFTP/FTP access patterns and required FI identifiers. The instructions include onboarding steps and different access levels for roles such as representative and broker/dealer, enabling consistent data ingestion across multiple financial institutions and platforms.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages73

Reading Time26 min

AccessFree to download

Critical Instructions for setting up Advisor/Customer Feeds and API Web Services

Table of Advisor Access Feeds

Albridge Wealth Reporting-FTP Access (AWS Integration)

Advisor Setup Instructions

Altruist-SFTP Access

Onboarding Instructions

FI ID 109659

FI ID 113730

Ameris Bank – Data Download

ByAllAccounts Direct Feed Setup Instructions © 2026 ByAllAccounts. All Rights Reserved. Date: 8/24/2026 Please report incorrect or missing information. Telephone: 1-866-856-4951 Option 1 [Byallaccounts-support@morningstar.com](Byallaccounts-support@morningstar.com)[ ](Byallaccounts-support@morningstar.com)Web: [http://byallaccounts.com](http://byallaccounts.com) Morningstar ByAllAccounts Direct Feed Setup Instructions 1 Critical Instructions for setting up Advisor/Customer Feeds and API Web Services 1 Table of Advisor Access Feeds 1 Albridge Wealth Reporting-FTP Access (AWS Integration) 4 FI ID: 109659 4 Advisor Setup Instructions 4 Altruist-SFTP Access 4 FI ID: 113730 4 Onboarding Instructions 4 Amarillo National Bank-SFTP Access 5 FI ID: 113750 5 Onboarding Instructions 5 Ameris Bank – Data Download 5 FI ID: 98466 5 Advisor Setup Instructions 5 American Estate and Trust– FTP 5 FI ID: 113689 5 Advisor Setup Instructions 5 Apex Clearing Corporation – SFTP 5 FI ID: 110391 5 Advisor Instructions 5 Ascensus College Savings (QuickView Advisor)– SFTP 6 FI ID: 109389 6 Ash Brokerage for LBL 6 FI ID: 54881 6 Advisor Setup Instructions 6 Aspire, powered by PCS Retirement Financial Advisor-SFTP 6 FI ID: 98442 6 AssetMark – FTP 7 FI ID: 110975 7 Advisor Setup Instructions 7 Axos Advisor Services-SFTP 7 FI ID: 110854 7 Advisor Setup Instructions 7 Axos Clearing – SFTP Broker Dealer Level Access 7 FI ID: 112619 7 Advisor Instructions 7 Axos Clearing – SFTP Rep Level Access 7 FI ID: 112783 7 Advisor Instructions 7 Baird-SFTP 7 FI ID: 111614 7 Bank of America Private Bank-SFTP 8 FI ID: 111825 8 Advisor Instructions 8 Bank of New York Internet Client File Transfer 8 FI ID: 53021 8 Advisor Setup Instructions 8 Bank of Oklahoma TreasurySource-SFTP Access 8 FI ID: 115336 8 Betterment Advisor Solutions-SFTP Access 8 FI ID: 113528 8 BitGo Platform for Wealth Management-SFTP 9 FI ID: 115724 9 BMO Global Asset Management-Direct Feed 9 FI:112219 9 Advisor Instructions 9 BNY Mellon Wealth Management – SFTP 9 FI ID: 98581 9 Advisor Setup Instructions 9 BNY Mellon Wealth Management-Client Access-SFTP 10 FI ID: 127637 10 Advisor Setup Instructions 10 BNY Mellon Wealth Management Nexen-Financial Professional -SFTP Access 10 FI ID: 116879 10 Brown Brothers Harriman Capitol Partners-SFTP 10 FI ID: 111459 10 Advisor Setup Instructions 10 BTIG LLC-Brokerage-SFTP 10 FI ID: 116780 10 Advisor Setup Instructions 10 Byline Bank & Trust SFTP Access 11 FI ID: 111288 11 Onboarding Instructions 11 Canandaigua National Bank & Trust-SFTP 11 FI ID: 112702 11 Advisor Instructions 11 Carrollton Bank Advisor – SFTP 11 FI ID: 109706 11 Charles Schwab Institutional -SFTP 12 FI ID: 98091 12 CIBC Private Wealth (SEI Data Download) 12 FI ID: 112568 12 Advisor Instructions 12 Citi Private Bank-SFTP 12 FI ID: 112363 12 Advisor Instructions 12 Citi Private Bank (Family Office) -SFTP 13 FI ID: 113673 13 Advisor Setup Instructions 13 Clearstead Trust-SFTP Access 13 FI ID: 112666 13 Advisor Instructions 13 Commonwealth Financial Advent Browser Reporting 13 FI ID: 54301 13 Advisor Setup Instructions 13 Corebridge-SFTP 13 FI ID: 113350 13 DAZL – SFTP – Commingled Feed 14 FI ID: 111285 14 Deutsche Bank – SFTP 14 FI ID: 112030 14 Advisor Instructions 14 Dimensional Fund Advisors Inc. 14 FI ID: 55521 14 Advisor Setup Instructions 14 Directed IRA-SFTP 15 FI ID: 116187 15 Advisor Instructions 15 DST Vision-Client Web Service 15 FI ID: 98206 15 Access Level: Representative 15 DST Vision-Dealer Web Service 15 FI ID: 98207 15 Access Level: Broker/Dealer 15 DST FAN Mail 15 FI ID: 91788 15 Advisor Setup Instructions 15 Eaglebrook Advisors SF

FAQs

What does the document cover for ByAllAccounts Direct Feed Setup?

It covers critical instructions for setting up advisor/customer feeds and API web services, including access-feed mapping and setup steps for supported providers.

How are providers identified in the instructions?

Providers are referenced using FI ID values and named feed sources (e.g., SFTP/FTP/Client access/web service), which drive the corresponding setup instructions.

Do the instructions include onboarding and access-level differences?

Yes. The document lists onboarding instructions and includes different access levels for certain web services, such as representative versus broker/dealer.

Sep 15, 2026

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