KeyBank - KeyLink - SFTP (Portfolio-Level)
FI ID: 111572
Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)
Onboarding Instructions
Feed access pre-requisitesThis 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 ID (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 ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one File ID, 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
Updated 2 days ago