Montecito Bank & Trust Wealth Management- SFTP Access
FI ID: 51915, formaly known as Montecito Bank & Trust - Trust
Feed access personas: Financial Professionals
Onboarding Instructions
Step 1: Contact your Montecito Bank & Trust Representative and request to have your clients account information added to the Morningstar ByAllAccounts feed.
- Ensure you cc [email protected] and Danielle Gogan [email protected] on the request.
Step 2: Once the setup is complete, Montecito Bank & Trust 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/Montecito Bank & Trust Wealth Management - 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: Montecito Bank & Trust 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
Updated about 2 hours ago