Altruist - SFTP Access

Advisor 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: Email [email protected] to request feed setup.

Required information

Email Subject	"Altruist - SFTP Access - Feed Setup Request - Advisory Firm (Technology Platform Provider)"
Requesting Advisor	The first and last name of the advisor requesting the feed setup.
Requesting Advisor Email Address	The email address of the advisor requesting the setup.
Advisory Firm	The firm the requesting advisor is associated with.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.
Altruist Rep Code(s)	A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
ByAllAccounts User Email Address	The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.

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