Atlantic Union Bank Wealth Management (SEI Data Download)

Onboarding Instructions

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Feed access pre-requisites
This service uses Atlantic Union Bank (AUB)'s data download to obtain account information. Advisors must have a registered relationship with AUB.

Step 1: Contact your Atlantic Union Bank (AUB) Relationship Manager (RM) to initiate the request of getting data added to the AUB feed sent to SEI prepared for Morningstar ByAllAccounts.

The RM will route the Advisor's request to SEI to process.
Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Once the setup is complete, SEI will provide you with Routing Code and copy ByAllAccounts.

Step 3: Submit the Feed Setup Form in AccountView.

Product screenshot

Step 4: Once the setup is complete, AUB will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Atlantic Union Bank Wealth Management (SEI Data Download) [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: Routing Code
Password: Shared by ByAllAccounts via email
If you have more than one Routing 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