AXOS Clearing SFTP - Rep Level Access
FI ID: 112783
This feed is specifically for Reps affiliated to an Introducing Broker Dealer (IBD) that is contracted with Axos Clearing.
Onboarding Instructions
Step 1: Email [email protected] to request your accounts to be added to the "Morningstar ByAllAccounts AXOS Clearing SFTP - Rep Level Access" feed.
Contact details
- Please contact the Axos Conversions/Implementations Group at [email protected]. They will assist you with completing the necessary paperwork to establish the feed.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, Axos Conversions/Implementations Group will provide you with your assigned Subsidiary Number (Sub_No) and Representative Code (Rep Code).
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Step 4: Once the setup is complete, Axos Conversions/Implementations Group will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/AXOS Clearing SFTP - Rep Level 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: Sub_No-Rep Code
- Password: Shared by ByAllAccounts via email in step 4
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
Additional Feed Information
After initial set up, Rep/Advisor/IBD should contact [email protected] or [email protected] to manage additional accounts.
Updated 6 days ago