Aggregation (AccountView)

Use AccountView to perform account aggregation. We have test financial institutions (FIs) that enable you to examine different scenarios and help you develop retrieval operations of the aggregated data. The available test FIs include those shown here. Each test FI has data suited for evaluating different scenarios.

Test Financial Institutions (FIs)

FI Name	Login Name	Password	Multi-factor authentication (MFA) Type	Required MFA value	Comments
Data Test 1 - 401(k) (Investment)	Any Value	Any Value			This test FI has complete positional data and historical transactional data. There are other data tests (Data Test 2, 3, 4) which can be used as well that support different account types.
TEST: TechFirst Investments Advisor (Demo)	This must be a non-blank value. Must be a new string to receive a prompt for more information. We recommend using 'yourname_number'.	A non-blank value Use 'badpassword' to cause a 1007 error	Activation Code	1234	Useful for Advisors testing activation code workflow. Also useful for simulating "large" account volume aggregation. For quality positional data use Data Test 1 - 401(k) (Investment).
TEST: ByAllAccounts Demonstration FI #2 (SQA) (Investment)	username	Any value	Security Question	Boston	Login and security answer are case sensitive. Incorrect values will cause a login error. This test FI enables you to see the multi-factor authentication (MFA) workflow and you can break it by using an incorrect username or security answer.

FI Name

Login Name

Password

Multi-factor authentication (MFA) Type

Required MFA value

Comments

Data Test 1 - 401(k) (Investment)

Any Value

This test FI has complete positional data and historical transactional data. There are other data tests (Data Test 2, 3, 4) which can be used as well that support different account types.

TEST: TechFirst Investments Advisor (Demo)

This must be a non-blank value. Must be a new string to receive a prompt for more information. We recommend using 'yourname_number'.

A non-blank value

Use 'badpassword' to cause a 1007 error

Activation Code

1234

Useful for Advisors testing activation code workflow. Also useful for simulating "large" account volume aggregation. For quality positional data use Data Test 1 - 401(k) (Investment).

TEST: ByAllAccounts Demonstration FI #2 (SQA) (Investment)

username

Any value

Security Question

Boston

Login and security answer are case sensitive. Incorrect values will cause a login error. This test FI enables you to see the multi-factor authentication (MFA) workflow and you can break it by using an incorrect username or security answer.

Training Videos

Refer to these resources to help use AccountView for troubleshooting aggregation and data errors.

Key Areas in AccountView -- Reference Guide
Troubleshooting Aggregation Errors -- Video
Data Troubleshooting – Video
Troubleshooting Aggregation and Data Issues FAQ – FAQ

These resources and more are available on the ByAllAccounts Training Resources page. Administrators should focus on the section “Support and Admin Resources”. You can additionally share with Advisors the training videos that were created to support them using AccountView and setting up accounts. Those videos are in “Advisor Resources” section.

Run as Advisor functionality in AccountView

Administrator users can be given the privilege “Run as Advisor”. This capability enables administrator users to log into AccountView as an Advisor for any firm(s) they have the right to access. Using the tech support Admin login, the administrator then can run the AccountView application and get the same view and access to the data as the Advisor, with a few key differences. The administrator cannot change the login or password for the Advisor and cannot create or edit assistant users. Likewise, client logins and passwords are not editable. There is a Switch User option to enable the administrator to switch to another Advisor and/or Firm. Export, Export Table, and Extract Account Source options are available even if they are not enabled for the firm. Each access is recorded with an operational audit trail.

Best practices for running as Advisor

Access this URL https://www.byallaccounts.net/BAAWebApp/BAALogin.html.
Use the technical support administrator login you received from your implementation manager.
Choose to “Run as Advisor”.
Use the internal ID (Person ID) to identify the Advisor to run as. Alternately, use “Search for User” and leave fields blank and the interface will show all Advisors you can choose to run as.