Morgan Stanley Designated Brokerage - SFTP Access
FI ID: 130013
Feed access personas: Financial Professionals
Onboarding Instructions
Feed access pre-requisitesFeed Eligibility
- This feed supports Corporate Client accounts for compliance surveillance.
Step 1: Corporate Clients must contact Morgan Stanley’s Designated Brokerage team at [email protected] to request your data be added to the Morningstar ByAllAccounts feed.
- Morgan Stanley will provide a New Client Onboarding Questionnaire and Account List Template and guide you through the onboarding process.
- They will provide you with a Designated Brokerage Agreement to execute.
- For Vendor Feed, select “Other” and enter “Morningstar ByAllAccounts.”
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once completed and Morgan Stanley establishes the feed, they will provide you with a feed specific Client ID. This Client ID is required to configure the data feed in Morningstar ByAllAccounts.
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/Morgan Stanley - 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
- Clinet ID: assigned by Morgan Stanley
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Client ID, 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
Additional Information
MS Corporate Clients can contact Morgan Stanley’s Designated Brokerage team at [email protected] with any questions or for assistance with the feed setup process.
If a Client ID has already been established, please include it with your request.
Updated about 11 hours ago