Bank of Oklahoma Investments

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

Onboarding Instructions

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Feed access pre-requisites
This feed supports Trust and Investment accounts. For Banking/Deposit accounts, please use Bank of Oklahoma TreasurySource - SFTP Access.

Step 1: Contact your your Bank of Oklahoma (BOK) Relationship Manager (RM) and request your data be added to the Morningstar ByAllAccounts feed.

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.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Bank of Oklahoma Investments - SFTP 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: Advisor ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor ID, 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

Additional Feed Information

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