HSBC Private Bank - SFTP
FI ID: 111976
Feed access personas: Advisors/Financial Professionals
Onboarding Instructions
Step 1: Contact HSBC at [email protected] to request that the accounts be added to the Morningstar feed. For increased visibility, be sure to copy [email protected] on your email request.
Step 2: HSBC will send a confirmation to both the advisor/firm and Morningstar and will provide the file name required to configure the data in our system.
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/HSBC Private Bank - 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: File Name
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one File Name, 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