CIBC Private Wealth (SEI Data Download)
FI ID: 112568
Feed access personas: Financial Professionals
Onboarding Instructions
Feed access pre-requisites
- This service uses SEI’s Data Download to retrieve CIBC Private Wealth account information.
- Advisors must have an established relationship with CIBC Private Wealth to use this service.
Step 1: Contact your CIBC Private Wealth Relationship Manager (RM) to request that your data be added to the CIBC Private Wealth feed through SEI’s data download prepared for Morningstar ByAllAccounts.
- Your RM will route the request to SEI for processing.
Step 2: Once the setup is complete, your CIBC RM will provide you with your assigned Request ID.
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/CIBC Private Wealth (SEI Data Download) [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: Request ID provided by CIBC Private Wealth
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Request ID, you need to create multiple credentials. These will share the same password unless noted otherwise.
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
Note: This process may take approximately 2 weeks to complete.
Updated about 4 hours ago