Midwest Institutional Trust Company

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites
This source uses Midwest Institutional Trust Company's feed prepared for Morningstar ByAllAccounts (BAA). Advisors/Firms must have a relationship with Midwest.

Step 1: Contact your Relationship Management team at Midwest Institutional Trust Company (MITC) to request your data be added to the Morningstar ByAllAccounts feed.

Ensure you cc [email protected] in your request email for increased visibility.
Include an account name and number.
Once the MITC team receives your request, they will follow up with any necessary paperwork required to proceed with the feed setup.

Step 2: Upon completion, MITC will confirm and issue a File Name (this detail is required for configuring the data at BAA).

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/Midwest Institutional 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: File Name
Password: Shared by ByAllAccounts via email in step 4
If you have more than one File Name, 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