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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.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/byallaccounts-direct-feed-setup-instructions-critical-instructions-for-setting-up-advisorcustomer-feeds-and-api-web-services/278052/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/byallaccounts-direct-feed-setup-instructions-critical-instructions-for-setting-up-advisorcustomer-feeds-and-api-web-services/278052.png","ImageObject",442,249,{"name":88,"@type":89},"วิน","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does the document cover for ByAllAccounts Direct Feed Setup?","Question",{"text":108,"@type":109},"It covers critical instructions for setting up advisor/customer feeds and API web services, including access-feed mapping and setup steps for supported providers.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How are providers identified in the instructions?",{"text":113,"@type":109},"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.",{"name":115,"@type":106,"acceptedAnswer":116},"Do the instructions include onboarding and access-level differences?",{"text":117,"@type":109},"Yes. 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All Rights Reserved.  \nDate: 8/24/2026  \nPlease 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)  \nMorningstar ByAllAccounts Direct Feed Setup Instructions  1  \nCritical Instructions for setting up Advisor/Customer Feeds and API Web Services  1  \nTable of Advisor Access Feeds  1  \nAlbridge Wealth Reporting-FTP Access (AWS Integration)  4  \nFI ID: 109659  4  \nAdvisor Setup Instructions  4  \nAltruist-SFTP Access  4  \nFI ID: 113730  4  \nOnboarding Instructions  4  \nAmarillo National Bank-SFTP Access  5  \nFI ID: 113750  5  \nOnboarding Instructions  5  \nAmeris Bank – Data Download  5  \nFI ID: 98466  5  \nAdvisor Setup Instructions  5  \nAmerican Estate and Trust– FTP  5  \nFI ID: 113689  5  \nAdvisor Setup Instructions  5  \nApex Clearing Corporation – SFTP  5  \nFI ID: 110391  5  \nAdvisor Instructions  5  \nAscensus College Savings (QuickView Advisor)– SFTP  6  \nFI ID: 109389  6  \nAsh Brokerage for LBL  6  \nFI ID: 54881  6  \nAdvisor Setup Instructions  6  \nAspire, powered by PCS Retirement Financial Advisor-SFTP  6  \nFI ID: 98442  6  \nAssetMark – FTP  7  \nFI ID: 110975  7  \nAdvisor Setup Instructions  7  \nAxos Advisor Services-SFTP  7  \nFI ID: 110854  7  \nAdvisor Setup Instructions  7  \nAxos Clearing – SFTP Broker Dealer Level Access  7  \nFI ID: 112619  7  \nAdvisor Instructions  7  \nAxos Clearing – SFTP Rep Level Access  7  \nFI ID: 112783  7  \nAdvisor Instructions  7  \nBaird-SFTP  7  \nFI ID: 111614  7  \nBank of America Private Bank-SFTP  8  \nFI ID: 111825  8  \nAdvisor Instructions  8  \nBank of New York Internet Client File Transfer  8  \nFI ID: 53021  8  \nAdvisor Setup Instructions  8  \nBank of Oklahoma TreasurySource-SFTP Access  8  \nFI ID: 115336  8  \nBetterment Advisor Solutions-SFTP Access  8  \nFI ID: 113528  8  \nBitGo Platform for Wealth Management-SFTP  9  \nFI ID: 115724  9  \nBMO Global Asset Management-Direct Feed  9  \nFI:112219  9  \nAdvisor Instructions  9  \nBNY Mellon Wealth Management – SFTP  9  \nFI ID: 98581  9  \nAdvisor Setup Instructions  9  \nBNY Mellon Wealth Management-Client Access-SFTP  10  \nFI ID: 127637  10  \nAdvisor Setup Instructions  10  \nBNY Mellon Wealth Management Nexen-Financial Professional -SFTP Access 10  \nFI ID: 116879  10  \nBrown Brothers Harriman Capitol Partners-SFTP  10  \nFI ID: 111459  10  \nAdvisor Setup Instructions  10  \nBTIG LLC-Brokerage-SFTP  10  \nFI ID: 116780  10  \nAdvisor Setup Instructions  10  \nByline Bank & Trust SFTP Access  11  \nFI ID: 111288  11  \nOnboarding Instructions  11  \nCanandaigua National Bank & Trust-SFTP  11  \nFI ID: 112702  11  \nAdvisor Instructions  11  \nCarrollton Bank Advisor – SFTP  11  \nFI ID: 109706  11  \nCharles Schwab Institutional -SFTP  12  \nFI ID: 98091  12  \nCIBC Private Wealth (SEI Data Download)  12  \nFI ID: 112568  12  \nAdvisor Instructions  12  \nCiti Private Bank-SFTP  12  \nFI ID: 112363  12  \nAdvisor Instructions  12  \nCiti Private Bank (Family Office) -SFTP  13  \nFI ID: 113673  13  \nAdvisor Setup Instructions  13  \nClearstead Trust-SFTP Access  13  \nFI ID: 112666  13  \nAdvisor Instructions  13  \nCommonwealth Financial Advent Browser Reporting  13  \nFI ID: 54301  13  \nAdvisor Setup Instructions  13  \nCorebridge-SFTP  13  \nFI ID: 113350  13  \nDAZL – SFTP – Commingled Feed  14  \nFI ID: 111285  14  \nDeutsche Bank – SFTP  14  \nFI ID: 112030  14  \nAdvisor Instructions  14  \nDimensional Fund Advisors Inc.  14  \nFI ID: 55521  14  \nAdvisor Setup Instructions  14  \nDirected IRA-SFTP  15  \nFI ID: 116187  15  \nAdvisor Instructions  15  \nDST Vision-Client Web Service  15  \nFI ID: 98206  15  \nAccess Level: Representative  15  \nDST Vision-Dealer Web Service  15  \nFI ID: 98207  15  \nAccess Level: Broker/Dealer  15  \nDST FAN Mail  15  \nFI ID: 91788  15  \nAdvisor Setup Instructions  15  \nEaglebrook Advisors SF","cbCaiaHGHmMiTldB","https://ap.wps.com/l/cbCaiaHGHmMiTldB","pdf",1298273,73,"English","# Critical Instructions for setting up Advisor/Customer Feeds and API Web Services\n## Table of Advisor Access Feeds\n## Albridge Wealth Reporting-FTP Access (AWS Integration)\n## Advisor Setup Instructions\n## Altruist-SFTP Access\n## Onboarding Instructions\n## FI ID 109659\n## FI ID 113730\n## Ameris Bank – Data Download","[{\"question\":\"What does the document cover for ByAllAccounts Direct Feed Setup?\",\"answer\":\"It covers critical instructions for setting up advisor/customer feeds and API web services, including access-feed mapping and setup steps for supported providers.\"},{\"question\":\"How are providers identified in the instructions?\",\"answer\":\"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.\"},{\"question\":\"Do the instructions include onboarding and access-level differences?\",\"answer\":\"Yes. The document lists onboarding instructions and includes different access levels for certain web services, such as representative versus broker/dealer.\"}]","ByAllAccounts Direct Feed Setup Instructions - Critical Instructions for setting up Advisor/Customer Feeds and API Web Services | PDF",1789506531,26]