KeyBank - KeyLink - SFTP (Portfolio-Level)

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites
This connection is for Portfolio-Level aggregation. For Account-Level aggregation, please click here.
You must be a KeyBank - KeyLink customer to utilize this feed connection.

Step 1: Advisors/Firms should contact their KeyBank administrator/account manager and request to get set up on the files that KeyBank prepares for the Morningstar ByAllAccounts feed.

Ensure you cc [email protected] in your request email for increased visibility.

Step 2: KeyBank will provide the Advisor/Firm with their File Name (used to configure data at ByAllAccounts).

It may take 7-10 business days for the setup to complete at KeyBank.

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/KeyBank - KeyLink - 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.

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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