BNY Mellon Wealth Management - Financial Professionals

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

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 Financial Professionals. Individual Investors should use the BNY Mellon Wealth Management – Individual Investorconnection.

Advisors or third-party managers who are not registered at BNY Mellon with managing discretion over the accounts will require the account holder to grant permission.

Step 1: Advisors/Third party managers should contact the Customer Service Representative at BNY Mellon and request to get setup with daily file extracts on the Morningstar ByAllAccounts direct feed.

Additional details

BNY Mellon will ask the Advisor 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: BNY Mellon will confirm feed setup completion and provide the FTP User ID directly to the Advisor.

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/BNY Mellon Wealth Management - Financial Professionals - 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: FTP User ID
Password: Shared by ByAllAccounts 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.

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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