Directed IRA - SFTP
FI ID: 116187
Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)
Onboarding Instructions
Feed access pre-requisitesThis service uses the Directed IRA SFTP connection with ByAllAccounts to obtain data for Investment, Alternative Asset, Retirement, and other account types and is intended for use by existing RIA, third-party, and Advisor clients of Directed IRA.
Step 1: Advisors/firms should send an email to Mark Peck ([email protected]) and request that their accounts be added to the ByAllAccounts data feed. Please note that this process may take around two weeks to complete.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Directed IRA will confirm that the setup is complete and reply to you and ByAllAccounts with your Firm 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/Directed IRA - 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: Firm ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Firm 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