Aspire, powered by PCS Retirement Financial Advisor

Feed access personas: Financial Professionals

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Feed access pre-requisites

This feed supports Participant-level data only. Plan-level data is not available.

Advisors must have an existing advisory relationship with Aspire, powered by PCS Retirement.

Onboarding Instructions

Step 1: Advisors should contact Aspire, powered by PCS Retirement at [email protected] to request that their data be added to the Morningstar ByAllAccounts feed.

Ensure you cc [email protected] in your request email for increased visibility.

Additional Request Details

Advisors will be required to complete a Third-Party Information Sharing agreement for Aspire to release data to Morningstar ByAllAccounts.
Advisors can obtain the agreement from Aspire, complete, and email the signed agreement back to [email protected].
Advisors are not required to provide account numbers to Aspire, provided they already have an established relationship with Aspire.

Step 2: Aspire, powered by PCS Retirement will confirm the Firm CRD ID to the Advisor and ByAllAccounts once completed (this detail is required for configuring data at ByAllAccounts).

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/Aspire, powered by PCS Retirement Financial Advisor [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: Firm CRD ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Firm 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