BNY Mellon Wealth Management - Client Access

Feed access persona: Individual Investor

Onboarding Instructions

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Feed access pre-requisites

This feed supports accounts custodied with BNY Mellon Wealth Management domestically. Global Wealth Management accounts are not supported.

Accounts supported through this feed consist of 11 digits and begin with a number (most commonly 1). These accounts typically do not hold global currencies and are USD based.

This connection is for Individual Investors. Financial Professionals should use the BNY Mellon Wealth Management – Financial Professional connection.

Step 1: Individual Investors should contact the Customer Service Representative at BNY Mellon and request to get set up with daily file extracts on the Morningstar ByAllAccounts direct feed.

Additional details

BNY Mellon will ask for a list of accounts to be added (which should be provided in a password protected format).
BNY Mellon may require additional paperwork to complete this request.
It may take BNY Mellon a couple of weeks to complete your setup on the feed.

Step 2: Once the setup is complete, BNY Mellon will provide an FTP ID directly to the Individual Investor. The FTP ID is required to configure your accounts.

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject	"BNY Mellon Wealth Management - Client Access - SFTP -- Feed Setup Request -- Requestor Name (Technology Platform Provider)"
Requestor Name	The first and last name of the individual investor requesting the feed setup.
Requestor Email Address	The email address of the person requesting the setup.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the requestor. This could be a client portal, portfolio management platform, financial wellness software, or similar application. This is the investor application used to access the account aggregation feature.
BNY FTP ID	This unique authorization ID allows ByAllAccounts to download your associated account information from the BNY Mellon Wealth Management feed.

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

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/BNY Mellon Wealth Management - Client Access - 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 your investor application and aggregate accounts.

Feed credential details

Username: FTP User ID
Password: Provided by [email protected] (via email in step 4)
If you have more than one FTP User ID, you need to create multiple credentials. These will share the same password unless noted otherwise.