Equitable Advisor Annuities - SFTP Access
FI ID: 113544
Onboarding Instructions
Feed access pre-requisitesThis service uses Equitable Advisory Annuity SFTP data download to obtain account information. Advisors must have an existing relationship with Equitable and be associated with the Advisory annuity they are requesting data for.
Step 1: Advisors/Firms should contact Equitable Annuity Advisors at [email protected] to request their data to be added to the Morningstar ByAllAccounts feed.
- Advisors will need to work with Equitable to complete their paperwork.
- Forms can be requested and submitted upon completion to [email protected].
Step 2: Once complete, Equitable will provide the Advisor with a CRD ID for the feed (used to configure data in Morningstar ByAllAccounts aggregation system) and copy ByAllAccounts ([email protected]).
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/Equitable Advisor Annuities - SFTP Access [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: CRD ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one CRD 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
Updated about 2 hours ago