Citi Private Bank - SFTP
FI ID: 112363
Advisor Onboarding Instructions
Step 1: Contact Citi Private Bank and request your accounts to be added to the "Morningstar ByAllAccounts Citi Private Bank - SFTP" feed.
Contact details
- Contact your Citi Private Bank Representative for this request.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, Citi will provide you with your assigned Office Code/Symbol.
Step 3: Email [email protected] to request feed setup.
Required information
| Email Subject | "Citi Private Bank - SFTP - Feed Setup Request - Advisory Firm (Technology Platform Provider)" |
| Requesting Advisor | The first and last name of the advisor requesting the feed setup. |
| Requesting Advisor Email Address | The email address of the advisor requesting the setup. |
| Advisory Firm | The firm the requesting advisor is associated with. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor. |
| Citi Private Bank Office Code/Symbol(s) | A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user. |
| ByAllAccounts User Email Address | The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4. |
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Citi Private Bank - 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: Citi Private Bank Office Code/Symbol
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one office code/symbol, 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
Additional Feed Information
Please see Citi Private Bank (Family Office) - SFTP, if you are a Citi Private Bank customer who has their accounts organized into a Family Office and utilize a Relationship ID to identify that Family Office.
Updated 3 months ago