BitGo Platform for Wealth Management

Onboarding Instructions

🚧
Feed access pre-requisites
This service uses the BitGo SFTP connection to obtain data for Investment, Banking/Cash, Retirement, and Alternative Asset account types and is intended for use by existing RIA and Advisor clients of both BitGo and the Platform for Wealth Management.
Only wealth management accounts are eligible to use this feed. Direct institutional accounts reside on a separate platform and are ineligible.

Step 1: Advisors/firms should send an email to [email protected] and request that their accounts be added to the Morningstar ByAllAccounts data feed.

Please include “Morningstar Data Feed Request” in the email subject line.

Step 2: BitGo will set up the data under a new set of files named for the RIA User 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/BitGo Platform for Wealth Management - 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: RIA User ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one RIA User ID, you need to create multiple credentials. These will share the same password unless noted otherwise.

Please note: This process may take around 2 weeks to complete.

📘
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