National Advisors Trust - SFTP Access
FI ID: 111171
Feed access personas: Financial Professionals
Onboarding Instructions
Feed access pre-requisitesThis service utilizes daily file extracts prepared by National Advisors Trust Company (NATC) for Morningstar ByAllAccounts.
Step 1: Advisors/Firms should contact their National Advisors Trust Company relationship manager and request that data be added to the Morningstar ByAllAccounts feed.
Step 2: Once completed, NATC will confirm and provide a Branch ID to the Advisor/Firm (to be used to configure accounts at 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/National Advisors Trust - 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
- Username: Branch ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Branch 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
Updated 5 days ago