Overview

This guide uses:

• ByAllAccounts DataConnect API to create Advisor users, authenticate them for single sign on (SSO), and to collect data.
• ByAllAccounts AccountView for Advisors to aggregate their accounts.

The DataConnect API calls to get started with ByAllAccounts for Advisors are provided in a Postman collection.

Get set up for access

1. Contact your implementation manager to discuss getting set up for providing ByAllAccounts aggregation to Advisors.
2. Your implementation manager will:
   • Review your statement of work (SOW) to confirm use case details which will inform how we configure your access to our system.
   • Create a definition for a Firm in our system, configured for your needs.
   • Provide you with an Administrator login and password to perform DataConnect API calls for registering and authenticating Advisor users and collecting aggregated data.
   • Provide you with a "technical support administrator" login for AccountView, which can be used as an effective troubleshooting tool for data and connectivity errors.
   • Discuss what you want as the Exit URL for AccountView.

Postman collection of DataConnect API operations

The DataConnect API operations to get started with ByAllAccounts for Advisors are provided in a Postman collection.