Bank of Oklahoma Investments - SFTP Access

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites

This feed supports BOK Financial Trust platform accounts.

• For Banking/Deposit accounts, please use Bank of Oklahoma TreasurySource - SFTP Access.

BOK Financial requires Account Owners to submit a feed setup request.

• Third-party service providers must work through the BOK account owner(s), who must contact their BOK Relationship Manager to request inclusion in the Morningstar ByAllAccounts feed and authorize data sharing with the third party.

Step 1: Account Owners are required to contact their BOK Relationship Manager (RM) to request inclusion of their data in the Morningstar ByAllAccounts feed for sharing with a specified third-party service provider.

• Ensure you cc [email protected] in your request email for increased visibility.
• BOK will facilitate adding the necessary attributes to the portfolios/accounts to ensure they are part of the Morningstar ByAllAccounts feed.

Step 2: Upon completion, your Bank of Oklahoma Relationship Manager will confirm and issue an Advisor ID (this detail is required for configuring the data at BAA).

Step 3: Submit the Feed Setup Form in AccountView.

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Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Step 5: Enter feed credentials in AccountView and aggregate accounts.

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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

For feed on-boarding assistance, please contact your Bank of Oklahoma Relationship Manager.