Goldman Sachs Custody Solutions - SFTP Access
FI ID: 113307, formerly Goldman Sachs Advisors Solutions - Firm Access - SFTP
Feed access pre-requisitesData Share Authorization (DSA)
To use this feed, the RIA/Firm must have a DSA on file with Goldman Sachs Custody Solutions (GSCS).
- If a DSA is not already on file, contact [email protected] to obtain and complete the required form.
Branch-Level or Rep-Level Data
For Advisors/Custody Clients requesting access to Branch or Rep level data:
- Please work with your RIA to submit a request to GSCS.
- The authorized RIA must request the applicable Routing Code(s) for Branch and/or Rep-level data for this feed.
- Once Branch and/or Rep level data access has been established, GSCS will confirm completion and provide the requesting RIA with the applicable Routing Code(s).
Third-Party Agents
Separately Managed Account (SMA) Managers must have a Third-Party Agent Supplement agreement and DSA on file with GSCS.
- If you do not have these in place, please contact your GSCS Relationship Manager for assistance.
Onboarding Instructions
Step 1: Email [email protected] and request your RIA/Firm accounts to be added to the Morningstar ByAllAccounts data feed.
Contact details
- Include “Attn: Data Feeds / Goldman Sachs Custody Solutions - SFTP Access” in the email subject line.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, GSCS will provide you with your assigned Routing Code.
- For Branch-Level or Rep-Level Data, your RIA should provide your with your Routing Code(s).
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Step 4: Once the setup is complete, GSCS will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Goldman Sachs Custody Solutions - 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: GSCS Firm Routing Code
- Password: Shared by ByAllAccounts via email in step 4
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 8 days ago