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.

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This guide describes how to provide advisors with ByAllAccounts aggregation data using AccountView. For advisor aggregation through embedded UI components, see the ByAllAccounts Connect Suite Development Guide instead.

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.