BNY Mellon Wealth Management Nexen - Client Access

Feed access personas: Individual Investor

Onboarding Instructions

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Feed access pre-requisites
This service uses BNY Mellon Wealth Management Nexen's SFTP server to obtain data for Nexen accounts.
This connection is for Individual Investors. Financial Professionals should should click here

Step 1: Individual Investors should contact the Customer Service Representative at BNY Mellon Nexen to request daily file extracts for the direct feed "BNY Mellon Wealth Management Nexen - Client Access - SFTP Access", BNY Site Prefix: MBA01ERC, with Morningstar ByAllAccounts.

Additional Details

BNY may require the client to sign-off paperwork.
BNY will ask for a list of accounts to be added to the feed. This should be provided in a password protected format.
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 Individual Investor.

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