Baird - SFTP

Feed access personas: Financial Professionals (Advisor or Manager-Level Access)

Onboarding Instructions

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Feed access pre-requisites
Individual-level access is not eligible for this feed.

Step 1: E-mail the Baird Data Feed team at [email protected] to request your accounts to be added to the Morningstar ByAllAccounts feed.

Request details

Securely provide a list of your Baird accounts to be added to the feed.

If your email is not encrypted, please send a password-protected spreadsheet and provide the password in a separate email.

Baird must review and approve all requests.
Feed installations follow a standard monthly release schedule. Users may request expedited or off-cycle installations, but these are subject to Baird’s capacity and are not guaranteed.
Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Once Baird approves the request and the feed setup is complete, Baird will confirm and provide a Company Name (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/Baird - 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: Company Name
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Company Name, 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