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
- DTCC Member 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 DTCC Member Number.

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject	"Aspida - SFTP Access - 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.
DTCC Member Number	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/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: DTCC Member Number
Password: Shared by ByAllAccounts via email in step 4
If you have more than one DTCC Member Number, 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