Morgan Stanley Smith Barney ClientServ

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

Onboarding Instructions

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Feed access pre-requisites
This source supports Retail and Managed Accounts. Morgan Stanley/E*Trade Shareworks and 401(k) plans are not eligible for this feed.

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

Managed Accounts Data Feed Users must email their 3rd Party Manager Solutions team at [email protected] and request to get their data on the Morningstar ByAllAccounts feed.
Retail Account Users (non-money managers) must email the GWM Data Feeds Team at [email protected] to request getting their data added to the Morningstar ByAllAccounts feed.

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 Smith Barney ClientServ - SFTP [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