Altruist - SFTP Access

FI ID: 113730

Onboarding Instructions

Step 1: Log onto Altruist’s website and go to Integrations under Settings.

Step 2: Connect “Morningstar ByAllAccounts” as an integration to have data added to the feed.

Digital form instructions
  • Log into Altruist’s website, navigate to Settings and then Integrations.
  • Select connect next to "Morningstar ByAllAccounts".
  • If applicable, please list your technology platform provider in the 3rd party platform provider. This helps Altruist and ByAllAccounts keep track of the technology platforms receiving data on behalf of advisors.

Step 3: Submit the Feed Setup Form in AccountView.

Product screenshot

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details
ByAllAccounts Password Email Subject ByAllAccounts/Altruist - SFTP Access [ByAllAccounts SalesForce Case Number]
ByAllAccounts Password Email Sender [email protected]
ByAllAccounts SalesForce Case Number This is the reference number you will have received to track your request after completing step 3.

Step 5: Enter feed credentials in AccountView and aggregate accounts.

Feed credential details
  • Username: Altruist Rep Code
  • Password: Shared by ByAllAccounts via email in step 4
  • If you have more than one rep code, you need to create multiple credentials. These will share the same password unless noted otherwise.
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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