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Investor Aggregation Development Guide
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Investor Account Aggregation
ByAllAccounts Connect Suite
Account Linking
Account Summary
How Connect Components Work Together
Investor Aggregation Development Guide
1. Get Set up for Access
2. Register Investor Users
3. Authenticate Investor users
4. Permissions for Framing
5. Requirements for Financial Institution OAuth authorization
6. Download and Install Components
7. Incorporate Components into Parent Page
8. Manage Critical Events
9. Test Account Linking
10. Collect Aggregated Data
11. Customize the User Interface
Advisor Account Aggregation
ByAllAccounts Integration Guide for Advisors
User registration
Single Sign On (SSO) authentication for Account View
Aggregation (AccountView)
Data Extraction
Advisor Feed Onboarding Hub
ByAllAccounts Advisor Feed Onboarding Hub
Adhesion Wealth - FTP
Altruist - SFTP Access
American Estate and Trust - FTP
Aspida - SFTP Access
Aspire, powered by PCS Retirement Financial Advisor - SFTP
AssetMark - SFTP
Atlantic Union Bank Wealth Management (SEI Data Download)
Axos Advisor Services - SFTP
AXOS Clearing SFTP - Broker Dealer Level Access
AXOS Clearing SFTP - Rep Level Access
Betterment Advisor Solutions - SFTP Access
BitGo Platform for Wealth Management - SFTP
BNY Mellon Wealth Management - Financial Professionals - SFTP
BNY Mellon Wealth Management - Client Access - SFTP
BNY Mellon Nexen IAS Accounting - Financial Professional - SFTP Access
BOK Financial Trust Platform Investments - SFTP Access
BOK Financial TreasurySource - SFTP Access
Charles Schwab Institutional - SFTP
Citi Private Bank (Custody) - SFTP
Citizen Mint - SFTP
Corebridge - SFTP
DAZL - SFTP - Commingled Feed
DST Vision - Representative Level
DST Vision - Dealer Level
Fidelity IWS - FTP Access
Fidelity IWS (non-brokerage) Affiliate Accounts - FTP
First Financial Bank - SFTP Access
First Commonwealth Advisors - SFTP Access
Goldman Sachs Advisor Solutions - Firm Access - SFTP
Goldman Sachs Advisor Solutions - Branch Access - SFTP
Goldman Sachs Private Wealth Management - FTP Access
Hilltop Securities - FTP
Houston Trust Company - SFTP Access
Interactive Brokers – FTP Access
KeyBank - KeyLink - SFTP (Account-Level)
KeyBank - KeyLink - SFTP (Portfolio-Level)
Matrix Trust Company - SFTP Access
National Financial Services (NFS) - FTP Access
Midwest Institutional Trust Company - SFTP Access
Morgan Stanley - SFTP Access
my529 - SFTP
Nevada Trust Company - SFTP Access
Orange Bank and Trust - SFTP
Northern Trust - FTP Access
Pershing InfoDirect - Data Download
Pontera (Formerly FeeX) SFTP Access
Pershing SFTP - Northwestern Mutual
Principal Financial Group - Custody Solutions - SFTP Access
Raymond James Financial Data Download - Financial Professionals
Raymond James Financial Data Download - Client Access
RBC Clearing & Custody (C&C) - SFTP
RBC US Wealth Management Investor - SFTP
RBC US Wealth Management Money Managers - SFTP
SEI Advisor Center - Data Download
State Street - SFTP Access
T. Rowe Price Retirement Plans - Rep Access - SFTP Access
T. Rowe Price Retirement Plans - Firm Access - SFTP Access
TIAA-CREF Advisor – Client Data Download
TradePMR Data Feed (via Wells Fargo Clearing Services)
UBS Financial Services ConsultWorks - Power User - SFTP Access
U.S. Bank Legacy - SFTP
U.S. Bank SEI Wealth Platform (SWP) - SFTP
Wells Fargo Advisors - Financial Advisors - First Clearing SFTP
Wells Fargo Advisors - Money Manager - First Clearing SFTP
Wells Fargo Advisors - Subsidiary Firm - First Clearing SFTP
Interactive Brokers – FTP Access
Data Integration Services
ByAllAccounts Data Integration Offerings
Data Integration Project Guide
Post Implementation Support
Feed Authorization Process
Resources
Account Aggregation 101
Why Account Aggregation is Required for Wealth Management
What to Look for in an Account Aggregation Partner for Wealth Management
Why Choose ByAllAccounts as Your Data Aggregation Platform
Data Integration 101
Why Data Integration is Required for Wealth Management
What to Look for in a Data Integration Partner for Wealth Management
Why Choose ByAllAccounts Data Integration Service
Investor FAQ
Additional Documentation
OPEN BANKING HUB
Open Banking Sources
Upcoming Scheduled Open Banking Migrations
Future Migration Roadmap
Open Banking User Guides and General Information
Migrating to CI SAAS Universal
Introduction to Migrating to AccountView CI SaaS
Feature Comparisons
Training Videos
Migration Requirements
Migration Steps and Best Practices
Considerations if Performing Repeat Migration
Resources for Migration and CI SaaS
Migration FAQs
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