Bank of America Private Bank - SFTP
FI ID: 111825
Feed access personas: Financial Professionals
Onboarding Instructions
Feed Access Pre-requisites
- This feed services Bank of America Private Bank (formerly US Trust investment accounts).
- Retail Bank of America banking assets are not supported.
Step 1: Contact your Bank of America (BofA) Relationship Manager (RM) to request that your Private Bank accounts be added to the Morningstar ByAllAccounts feed.
- Ensure you cc [email protected] in your request email for increased visibility.
- The BofA Relationship Manager (RM) and Trust Officer will help complete any required paperwork to establish the feed and coordinate the request with the BofA Data Provisioning team at [email protected].
Step 2: Once the setup is complete, Bank of America will confirm the setup and provide you with your assigned Group ID.
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/Bank of America Private Bank - 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 your feed credentials in AccountView and aggregate accounts.
Feed credential details
- Username: Bank of America Private Bank - SFTP Group ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Group ID, you will need to create multiple credentials. These will share the same password unless noted otherwise.
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