Hilltop Holdings

Onboarding Instructions

Step 1: Feed requestors should reach out to their Hilltop correspondent (authorized user at Hilltop, usually the principal at the firm) to request feed access. The correspondent will then reach out to their Hilltop Securities Relationship Manager (RM) to request access to the data feed between Hilltop and ByAllAccounts.

Step 2: The Hilltop RM will assist with completing a new user setup request form. Once the form is complete and returned to Hilltop, the feed setup will be completed and the Hilltop IT Security Team will send a Subscription ID to the requestor and to ByAllAccounts.

Form Details

The Form will ask for at least the following details:

Requestor Information
Entitlement level desired (Rep Level data, Firm Level Data, etc.)
Account/Client Profile (Name, Address, SSN, etc.)

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/Hilltop Holdings - 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: Subscription ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Subscription ID, 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