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Learn more about ByAllAccounts

Documentation

Learn more about ByAllAccounts

Home Documentation Recipes API Reference Contact Us

Investor Account Aggregation

ByAllAccounts Connect Suite
Investor Aggregation Development Guide

Advisor Feed Onboarding Hub

ByAllAccounts Advisor Feed Onboarding Hub

Data Integration Services

ByAllAccounts Data Integration Offerings
Data Integration Project Guide
Post Implementation Support
Feed Authorization Process

Resources

Data Integration 101
Investor FAQ
Additional Documentation
Open Banking Migration Information Hub
- Open Banking Financial Institutions and Consent Validation

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Matrix Trust Company - SFTP Access

FI ID: 118892

Advisor Onboarding Instructions

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Updated 21 days ago

Table of Contents
- Advisor Onboarding Instructions