Clearstead Trust - SFTP Access
FI ID: 112666
Feed access personas: Advisors/Financial Professionals
Onboarding Instructions
Step 1: Contact your Clearstead Trust representative to request your accounts to be added to the Morningstar ByAllAccounts feed.
- Ensure you cc [email protected] and [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, Clearstead Trust will provide you with your assigned Office Code (required to configure data at ByAllAccounts).
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/Clearstead Trust [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: Office Code proved by Clearstead Trust
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Office Code, 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