Albridge Wealth Reporting - FTP Access (AWS Integration)

Onboarding Instructions

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Feed access pre-requisites

Only Advisors whose Broker Dealers use Morningstar Advisor Workstation (AWS) and are already signed up for Albridge through AWS can utilize this feed.

Step 1: This feed is ONLY available for AWS Broker/Bealer firms. The ByAllAccounts Operations team will assist Morningstar AWS with the setup.

Step 2: AWS should contact ByAllAccounts Operations Team at [email protected] when a new Broker Dealer is added to the feed and confirm the Broker Dealer ID.

Step 3: BAA Ops will process the request and provide AWS with feed credentials and any additional information in a password protected document.

Step 4. AWS will complete the configuration in AccountView using their Broker Dealer ID and password provided by BAA Ops for data aggregation.

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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