American Estate and Trust

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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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: 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/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.

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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