Fiduciary Trust Company

Feed Personas: Advisors/Firms

Onboarding Instructions

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Feed access pre-requisites
This service uses file extracts delivered to Fiduciary Trust Company's SFTP server and prepared for Morningstar to download institutional account information. Parties must have a registered relationship with Fiduciary Trust.

Step 1: Advisors/firms should contact Connie Truong ([email protected]) or Bryan Gautreau ([email protected]) to request files extracts be setup and posted to the Morningstar feed.

Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Fiduciary Trust will provide the advisor/firm with their Customer ID, which is used to configure the data within Morningstar 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/Fiduciary Trust Company - 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: Customer ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Customer 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