Matrix Trust Company - SFTP Access

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.

Onboarding Instructions

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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 [email protected] 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: 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/Matrix Trust Company - 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: 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.

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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