Aspida - SFTP Access

Feed access personas: Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites
Users are required to be onboarded and registered at https://distribution.aspida.com (i.e. Aspida's distribution platform). All users should be agents or principal agents of an agency. If an agency is requesting, the user who is acting on behalf of the agency (i.e. principal agent) will have access as mentioned before. To be eligible for data file delivery, users need to have at least 1 issued annuity policy with Aspida and must be the licensed writing agent (no customers, no banking accounts, etc.).

Step 1: Email [email protected] and request that your data be set up for daily file extracts to be added to the Morningstar ByAllAccounts feed.

Contact details

Contact [email protected] for this request with the following details:
- Subject Line: Firm Name, National Producer Number; Aspida Morningstar Feed Request
- Name of Requesting Firm
- National Producer Number of Requesting Firm
- Name of the Point of Contact for the Firm
- Email of the Point of Contact for the Firm
Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Aspida will confirm that the setup is complete and reply to you with your ByAllAccounts Authorization ID.

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/Aspida - 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: ByAllAccounts Authorization ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one ByAllAccounts Authorization ID, 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