American Estate and Trust - FTP
FI ID: 113689
Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)
Onboarding Instructions
Feed access pre-requisites
American Estate and Trust is a Nevada commercial trust company specializing in alternative asset custody and a wide range of qualified accounts, such as SDIRA, 401K and HSAs. This connection offers a nightly custodial feed via SFTP file push for advisors. Please follow the following steps to have your information added to the feed.
Step 1: Contact your American Estate and Trust Representative and ask that their data be added to the Morningstar ByAllAccounts feed. If you have multiple representatives on the American Estate and Trust platform, please specify which entities you would like to integrate with Morningstar ByAllAccounts.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: American Estate and Trust will confirm that the setup is complete and reply to you and ByAllAccounts with your Rep Code.
Step 3: Email [email protected] to request feed setup.
Required information
| Email Subject | "American Estate and Trust - FTP - Feed Setup Request - Advisory Firm (Technology Platform Provider)" |
| Requesting Firm Point of Contact | The first and last name of the Point of Contact requesting the feed setup. |
| Requesting Firm Point of Contact Email Address | The email address of the Point of Contact requesting the setup. |
| Advisory Firm | The registered name of the Firm requesting the feed setup. |
| 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. |
| Rep Code | 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/American Estate and Trust - FTP [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: 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.
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
Updated 4 days ago