GBI - SFTP Access
FI ID: 129784
Feed access personas: Advisors/Financial Professionals
Onboarding Instructions
Feed access pre-requisitesUsers must have an established relationship with GBI and be able to access their private portal to view their account information.
Step 1: Log into the GBI portal and select Morningstar ByAllAccounts as your data aggregator.
Step 2: Once your accounts have been added to the ByAllAccounts feed, GBI will email you a confirmation that includes your Advisor Unique ID, which is used to configure your data with ByAllAccounts.
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Step 4: ByAllAccounts will complete the final configurations and will share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/GBI - 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: GBI - SFTP Access Advisor Unique ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Advisor Unique 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 16 days ago