Mainstar Trust - SFTP Access
FI ID: 96587, formerly known as First Trust Company of Onaga - Trust
Onboarding Instructions
Feed access pre-requisites
Mainstar Trust may require a 3rd Party Authorization form to be completed.
This feed is using Fi-Tek format files hosted by MainStar.
Step 1: Contact Mainstar Trust and request your accounts to be added to the "Morningstar ByAllAccounts Mainstar Trust - SFTP" feed.
Contact details
- Contact Mainstar Trust's Client Reporting team at [email protected] for this request.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, Mainstar will provide you with your assigned Office Code.
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/Mainstar Trust - 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: Mainstar Trust - SFTP Access Office Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Office Code, 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