Ascensus College Savings (QuickView Advisor)

Feed access personas: Financial Professionals

Onboarding Instructions

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Feed access pre-requisites

Users must be registered on Ascensus' 529 QuickView platform.

Account data access is determined by the access level assigned to your registered account profile: Dealer, Branch, or Rep.

Step 1: Log into www.529quickview.com and navigate to the Data Aggregator page.

Step 2: Select "ByAllAccounts" as your Data Aggregator and Submit.

Once submitted, an automated email will be sent to Morningstar ByAllAccounts including your Dealer Name, Dealer Number, Branch Number, and Rep Number, along with your name and available contact information.

Step 3: Submit the Feed Setup Form in AccountView.

Enter your Dealer Number, Branch Number, Rep Number in the specified format, as applicable to your access level.

Product screenshot

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

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Ascensus College Savings (QuickView Advisor) - 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: Dealer Number, Branch Number, Rep Number. Enter your numbers using ~ as the separator, based on your access level.
- For Dealer: Dealer# (e.g., 1234)
- For Branch: Dealer#~Branch# (e.g., 1234~123456)
- For Rep: Dealer#~Branch#~Rep# (e.g., 1234~123456~234567)
If you have more than one Username, 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