JPMorgan Private Bank

Feed Personas: Advisors/Reps

Onboarding Instructions

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Feed access pre-requisites
This service uses J.P. Morgan Private Bank's feed prepared for Morningstar ByAllAccounts to obtain account data.

Advisors/Firms must have an established relationship with J.P. Morgan Private Bank.

Eligible Private Bank accounts begin with a letter and are 9 characters long.

Step 1: Advisor/Firm must contact J.P. Morgan's DATAG Team at [email protected] to request their data be added to Morningstar ByAllAccounts feed.

The J.P. Morgan DATAG Team will work with the Advisor to complete any required paperwork.
Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Once completed, J.P. Morgan will notify the Advisor/Firm and copy ByAllAccounts, including the File Prefix Name, which is used to configure the data within Morningstar ByAllAccounts.

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/JPMorgan Private Bank - 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: File Prefix Name
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor Profile, 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

JPMorgan feeds are standardized to only send data when it is available. If there are no pending/settled transactions, there will be no transaction file.