AssetMark - SFTP

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

Onboarding Instructions

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Feed access pre-requisites
This service uses Morningstar's SFTP server to download institutional account information sent via AssetMark in daily file extracts. Interested parties must have a registered Advisor relationship with AssetMark.

Step 1: Advisors should contact AssetMark by emailing [email protected] to request that their data be added to the Morningstar ByAllAccounts feed.

Required Information

AssetMark will require that the user complete authorization paperwork before setting up data on the feed.
The Advisor will need to provide AssetMark with an identification method for their data, which can be one of the following:
- AssetMark IP/Rep code - This is a six-character code that the Advisor may know as their Rep ID.
- Dealer Code
- Account Number (this should only be used if specific accounts need to be linked to the feed instead of on the Rep/Dealer Code level)
Whatever option you choose will be referred to as your Advisor Code in ByAllAccounts.

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

Step 2: Once completed, AssetMark will confirm to the Advisor and ByAllAccounts of the Advisor Code (to be used to configure accounts 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/AssetMark - SFTP [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: Advisor Code
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor 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