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 Sub_No.

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: Axos Clearing Sub_No
  • Password: Shared by ByAllAccounts via email in step 4
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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

Additional Feed Information

After initial set up, Rep/Advisor/IBD should contact [email protected] or [email protected] to manage additional accounts.