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
	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
	BNY Mellon Wealth Management - Financial Professionals - SFTP Access
	BNY Mellon Wealth Management - Client Access - SFTP
	BNY Mellon Wealth Management Nexen - Financial Professional - SFTP Access
	Charles Schwab Institutional - SFTP
	Citi Private Bank - SFTP
	Citizen Mint - SFTP
	Fidelity IWS - FTP Access
	First Financial Bank - SFTP Access
	Goldman Sachs Advisor Solutions - Firm Access - SFTP
	Goldman Sachs Advisor Solutions - Branch Access - SFTP
	Houston Trust Company - SFTP Access
	Interactive Brokers – FTP Access
	KeyBank - KeyLink - SFTP (Account-Level)
	KeyBank - KeyLink - SFTP (Portfolio-Level)
	Matrix Trust Company - SFTP Access
	my529 - SFTP
	National Financial Services (NFS) - FTP Access
	Nevada Trust Company - SFTP Access
	Northern Trust - FTP Access
	Pershing InfoDirect - Data Download
	Pershing SFTP - Northwestern Mutual
	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
	TIAA-CREF Advisor – Client Data Download
	U.S. Bank Legacy - SFTP