Matrix Trust Company - SFTP Access
FI ID: 118892
Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)
Feed data level: Plan-level - With the exception of accounts registered at Matrix at the individual level by the plan sponsor, this feed will not provide participant-level data.
Feed Onboarding Instructions
Feed access pre-requisites
Accounts must be registered with a Matrix Trust Company Recordkeeper (RK) or Third-Party Administrator (TPA) and custodied or sub-custodied on Matrix’s platform. The plan-level advisor must be listed on the account to enable feed access. Matrix will review and update the advisor record for the plan as needed, which can take up to 5 business days.
Step 1: Contact your plan's Recordkeeper or Third-Party Administrator to request your accounts to be added to the "Morningstar ByAllAccounts Matrix Trust Company - SFTP Access" feed.
Contact details
- Contact your plan's Recordkeeper or Third-Party Administrator for this request with the following details:
- Plan name
- Matrix account number (if you have it)
- Rep Name
- Firm Name
- Rep Code # (Matrix will use your CRD as your Rep Code if you are not a registered rep)
- CRD #
- Email address
- Do not contact Matrix directly for feed access requests.
- Ensure you cc byallaccounts-custodians@morningstar.com in your request email for increased visibility.
Step 2: Your Recordkeeper/Third-Party Administrator will confirm that the setup is complete under your Matrix Advisor Profile.
Step 3: Email byallaccounts-custodians@morningstar.com to request feed setup.
Required information
| Email Subject | "Matrix Trust Company - SFTP Access - Feed Setup Request - Advisory Firm (Technology Platform Provider)" |
| Requesting Advisor | The first and last name of the advisor requesting the feed setup. |
| Requesting Advisor Email Address | The email address of the advisor requesting the setup. |
| Advisory Firm | The firm the requesting advisor is associated with. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor. |
| Matrix Advisor Profile | This unique authorization ID allows ByAllAccounts to download a variety of access-level accounts (firm, advisor) custodied with Matrix Trust Company. Your Matrix Advisor Profile is a combination of your Firm Number and your Rep Code or CRD Number, separated by a dash. When entering this into the ByAllAccounts system, your Matrix Advisor Profile will follow the format of FirmNumber-RepCode or FirmNumber-CRDNumber, depending on what was set up by your Recordkeeper/Third Party Administrator. Please note that the format is case-sensitive (e.g., ABcd-1234567). |
| ByAllAccounts User Email Address | The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4. |
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Matrix Trust Company - SFTP Access [ByAllAccounts SalesForce Case Number] |
| ByAllAccounts Password Email Sender | baa-service@alerts-morningstar.com |
| 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: Matrix Advisor Profile
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Matrix Advisor Profile, 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
Updated 23 days ago