Brown Brothers Harriman Capital Partners

Onboarding Instructions

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Feed access pre-requisites
This feed only applies to accounts held with Brown Brothers Harriman Capital Partners.
Accounts associated with Brown Brothers Harriman Investor Services (Inserv) are not supported by this feed.

Step 1: Contact the Brown Brothers Harriman Capital Partners Feed Team to request that your accounts are added to the "Morningstar ByAllAccounts Brown Brothers Harriman Capital Partners - SFTP" feed.

Contact details

The Feed Team can be contacted by sending an email to [email protected] for this request. Ensure you cc [email protected] in your request.
Brown Brothers will advise on necessary requirements for adding client data to the feed. This may include LOA's, Account Maintenance requests, and other relevant forms.

Step 2: Once the setup is complete, Brown Brothers Harriman will provide you with your Recipient ID that is required to configure data within our system.

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/Brown Brothers Harriman Capitol Partners- 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: Brown Brothers Harriman Capital Partners Recipient ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Recipient 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