ByAllAccounts Advisor Feed Onboarding Hub

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Our feed instructions are being reviewed, updated, and migrated from their old location. As this is an ongoing process, not all feeds and instructions will be immediately available on this site. Please refer there for the full list of feeds.

Welcome to the Advisor Feed Onboarding Hub for ByAllAccounts! Select your financial institution from the list below to begin the feed onboarding process. Each institution has unique, step-by-step instructions to guide you through setting up your data feeds seamlessly and efficiently.

Select Financial Institution

	Adhesion Wealth - FTP
	Altruist - SFTP Access
	American Estate and Trust - FTP
	American Trust Custody - SFTP Access (Formerly Mid Atlantic Trust Company)
	Apex Clearing Corporation - SFTP
	Ascensus College Savings (QuickView Advisor) - SFTP Access
	Aspida - SFTP Access
	AssetMark - SFTP
	Atlantic Union Bank Wealth Management (SEI Data Download)
	Axos Advisor Services - SFTP
	AXOS Clearing SFTP - Broker Dealer Level Access
	AXOS Clearing SFTP - Rep Level Access
	Baird - SFTP
	Bank of America Private Bank - SFTP
	Betterment Advisor Solutions - SFTP Access
	BitGo Platform for Wealth Management - SFTP
	BOK Financial Trust Platform Investments - SFTP Access
	BOK Financial TreasurySource - SFTP Access
	Brown Brothers Harriman Capital Partners - SFTP
	BNY Mellon Nexen GSP Custody - Financial Professional - SFTP Access
	BNY Mellon Nexen IAS Accounting - Financial Professional - SFTP Access
	BNY Mellon Wealth Management - Client Access - SFTP
	BNY Mellon Wealth Management Nexen - Financial Professional - SFTP Access
	Canandaigua National Bank & Trust - SFTP Access
	Carrollton Bank Advisor - SFTP
	Charles Schwab Institutional - SFTP
	Citi Private Bank (Custody) - SFTP
	Citi Private Bank (Family Office) - SFTP Access
	Citizen Mint - SFTP
	Clearstead Trust - SFTP Access
	Corebridge - SFTP
	DAZL - SFTP - Commingled Feed
	Directed IRA - SFTP
	DST Vision - Dealer Level
	DST Vision - Representative Level
	Equitable Trust - SFTP Access
	Fidelity IWS - FTP Access
	Fidelity IWS (non-brokerage) Affiliate Accounts - FTP
	Fiduciary Trust Company - SFTP
	Fiduciary Trust International - SFTP
	First Commonwealth Advisors - SFTP Access
	First Financial Bank - SFTP Access
	First State Trust Company - SFTP Access
	Foley & Lardner - FTP
	Frost Bank - SFTP Access
	Gemini Fund - SFTP
	Glenmede - SFTP
	Goldman Sachs Advisor Solutions - Firm Access - SFTP
	Goldman Sachs Advisor Solutions - Branch Access - SFTP
	Goldman Sachs Advisor Solutions - Rep Access - SFTP
	Goldman Sachs Private Wealth Management - FTP Access
	Greenleaf Trust Services - SFTP Access
	Hilltop Holdings - SFTP
	Hilltop Securities - FTP
	Horizon Trust & Investment Management - SFTP Access
	Houston Trust Company - SFTP Access
	HSBC Private Bank - SFTP
	Huntington Bank Wealth Management - SFTP Access
	Inspira Financial - SFTP
	Interactive Brokers – FTP Access
	Iowa State Bank – SFTP Access
	JPMorgan Private Bank - SFTP Access
	KeyBank - KeyLink - SFTP (Account-Level)
	KeyBank - KeyLink - SFTP (Portfolio-Level)
	Lincoln Financial Group RIA Annuities - SFTP Access
	Mainstar Trust - SFTP Access
	Matrix Trust Company - SFTP Access
	Mission Management & Trust Company - SFTP Access
	Morgan Stanley - SFTP Access
	my529 - SFTP
	National Financial Services (NFS) - FTP Access
	Nationwide Advisory Life - SFTP Access
	Nationwide Financial (formerly Jefferson National) - FTP Access
	Nevada Trust Company - SFTP Access
	Northern Trust - FTP Access
	Oppenheimer STAR - Vestmark FTP
	Orange Bank and Trust - SFTP
	Pacific Premier Trust (SEI Data Download)
	Park National Bank - SFTP Access
	Pershing InfoDirect - Data Download
	Pershing SFTP - Northwestern Mutual
	Pinnacle - SFTP
	PlainsCapital Corporation Wealth Management - SFTP Access
	PNC Asset Management Group - SFTP
	Principal Financial Group - Custody Solutions - SFTP Access
	Raymond James Financial Data Download - Client Access
	Raymond James Financial Data Download - Financial Professionals
	RBC Clearing & Custody (C&C) - SFTP
	RBC US Wealth Management Investor - SFTP
	SEI Advisor Center - Data Download
	State Street - SFTP Access
	T. Rowe Price Retirement Plans - Firm Access - SFTP Access
	T. Rowe Price Retirement Plans - Rep Access - SFTP Access
	The Private Trust Company - SFTP Access
	TIAA-CREF Advisor – Client Data Download
	TradePMR - Branch Level - First Clearing SFTP
	TradePMR - Financial Advisors - First Clearing SFTP
	UBS Financial Services ConsultWorks - Power User - SFTP Access
	U.S. Bank Legacy - SFTP
	U.S. Bank SEI Wealth Platform (SWP) – SFTP
	Valley Wealth & Trust - SFTP Access
	Wells Fargo Advisors - Financial Advisors - First Clearing SFTP
	Wells Fargo Advisors - Money Manager - First Clearing SFTP
	Wells Fargo Advisors - Subsidiary Firm - First Clearing SFTP
	Wilmington Trust - SFTP