Goldman Sachs Custody Solutions - Rep Access - SFTP
FI ID: 116714
Feed access pre-requisites
- If you are a Custody Client/Advisor who would like to access this feed and receive rep-level data, you need to first have a Data Share Authorization on file with Goldman Sachs Custody Solutions (GSCS). If you do not have this, please contact [email protected] to obtain and complete the necessary form.
- If you are an SMA Manager, your firm needs to have a Third-Party Agent Supplement and Authorization on file with GSCS. If you do not have this, please contact your GSCS Relationship Manager to obtain and complete the necessary form.
Onboarding Instructions
Step 1: Contact GSCS and request your firm’s accounts to be added to the Morningstar ByAllAccounts data feed.
Contact Details
- For Custody Clients/Advisors
- Email [email protected]
- Include “Attn: Data Feeds” in the email subject line
- For SMA Managers
- Contact your GSCS Relationship Manager for this request
- Include “SMA Data Feed Request” 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 Firm Routing Code. Please also source your Branch Code and Rep Code from GSCS and share all three of these values in step 3, separated by a dash (e.g. ABCD123-EFGH-IJKL).
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 Advisor Solutions – Rep Access – 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: GSCS Firm Routing Code-Branch Code-Rep Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one GSCS Firm Routing Code-Branch Code-Rep 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
Updated 10 days ago