Corebridge - SFTP

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites
This service uses Corebridge Financial's prepared feed to obtain financial data. Users must have a registered relationship with Corebridge Financial to utilize this feed.

Step 1: RIA Firms must complete the Corebridge Financial RIA Onboarding Agreement and submit the form to [email protected].

Select “Morningstar ByAllAccounts” as the Approved Third-Party Service Provider

Step 2: Once Corebridge processes the request, they will send an email confirmation to the RIA Firm and copy Morningstar ByAllAccounts to provide an Authorization ID (used to configure accounts 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/Corebridge - 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: Authorization ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Authorization ID, you need to create multiple credentials. These will share the same password unless noted otherwise.

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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