Morgan Stanley - SFTP Access

Feed access personas: Money Managers, Individual Investors

Onboarding Instructions

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Feed access pre-requisites
Feed Eligibility

Money managers working with the Managed Product Team

Individual investors who are clients of Morgan Stanley Wealth Management, Morgan Stanley Retail, or E*Trade

Accounts with 9 or 12 digit numeric account numbers only (no letters)

Ineligible Accounts

Morgan Stanley or E*Trade Shareworks and 401(k) plans

Accounts with alphanumeric account numbers or account numbers that are not exactly 9 or 12 digits

Step 1: Contact the Morgan Stanley (MS) team to request your data be added to the Morningstar ByAllAccounts feed.

Managed Accounts

Managed Accounts Data Feed Users must email the MS IRG – 3rd Party Manager Solutions team at [email protected] to request inclusion on the Morningstar ByAllAccounts feed.
The MS IRG – 3rd Party Manager Solutions team will provide the money manager with a MS Data Feed Application to complete and return.
Once the completed application is received, the MS IRG team will contact the money manager to confirm the start date for file delivery to Morningstar ByAllAccounts.
The MS IRG – 3rd Party Manager Solutions team will then assign the money manager a Client ID (manager code).

Retail Accounts/Individual Investors

Email the GWM Data Feeds Team at [email protected] to request inclusion in the Morningstar ByAllAccounts feed.
Morgan Stanley may require the following:

(1) Electronic Data Feeds Agreement

Completed by an authorized representative of the requesting firm

Recipient Party (page 1) and Company Name (page 2) must match the firm name

Morningstar ByAllAccounts must be listed as the third-party processor on page 1

Wet signature required (electronic signatures and DocuSign are not accepted)

(2) Morgan Stanley Initial Questionnaire

MS sends this Questionnaire in a password protected excel file. They will send the password in a separate communication.

Completed by a firm representative

(3) Electronic Data Feeds Letter of Authorization (LOA)

Completed by the Morgan Stanley or E*Trade account owner(s)

LOA counterparty on page 1 must reflect the firm name

Step 2: Once completed, Morgan Stanley will confirm and provide Client ID(s) that is required to configure data at 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.

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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

Additional Information

Users can contact the same Morgan Stanley team that assisted with their feed setup for any questions or support.