Adhesion Wealth - FTP

Onboarding Instructions

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Feed access pre-requisites

This service uses Adhesion Wealth's data download to obtain account information. Advisors must have a registered relationship with Adhesion Wealth.

Step 1: Advisors should contact their Adhesion Wealth representative to initiate the process of getting a new feed setup for their daily data files.

Step 2: Adhesion will provide the advisor with new feed credentials directly. ByAllAccounts is not involved in the credential assignment.

Step 3: Enter your Adhesion Wealth FTP credentials in AccountView and aggregate your accounts.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds