Frost Bank - SFTP Access

Feed access personas: Advisors/Financial Professionals

Onboarding Instructions

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Feed access pre-requisites
A release form authorizing Frost Bank to transmit data to Morningstar ByAllAccounts is a requirement and is to be signed by a listed authorized contact.

Step 1: Contact your Frost Bank representative and request that their accounts be added to the Morningstar ByAllAccounts feed.

Step 2: Frost Bank will process the feed request and will assign an Office Code.

Step 3: Submit the Feed Setup Form in AccountView.

Product screenshot

Step 4: Once the setup is complete, Frost Bank will notify ByAllAccounts. ByAllAccounts will complete the final configurations and will share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Frost Bank - 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: Frost Bank - SFTP Access Office Code
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Office Code, 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