Fiduciary Trust International - SFTP
FI ID: 111791
Feed access personas: Financial Professionals
This service uses file extracts delivered to Fiduciary Trust International's SFTP server and prepared for Morningstar to download account information.
Onboarding Instructions
Feed access pre-requisites
- All parties must have a registered relationship with Fiduciary Trust International.
Step 1: Fiduciary Trust International requires a signed Letter of Authorization (LOA) from the Advisor or authorized firm signer granting Morningstar ByAllAccounts access to client information.
LOA Details
- Email the signed LOA to [email protected] and copy [email protected].
- Fiduciary Trust International will request a list of accounts from the Advisor/firm.
- If needed, the ByAllAccounts Support team can provide a sample LOA template for reference.
Step 2: Once the setup is complete, Fiduciary Trust International will provide a Routing Code (used 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/Fiduciary Trust International - 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: Routing Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Routing 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