National Financial Services (NFS) - FTP Access

• In Wealthscape, select Menu > Resources > Fidelity Integration Xchange
• In Fidelity Integration Xchange, select My Firm's Integrations > Outbound Transmission Rules
  • Select "Add Rule" at the bottom of the page
  • Select "BYALLACCOUNTS/MORNINGSTAR (180)" from the ENTITY NAME drop-down menu
  • Select / Add Header: Client Header
  • Contact your Fintech if a Client Header Name is required.
  • The Client Header can be any value created by the B/D and is used by Morningstar BAA to identify the data set for the Advisor.
  • The Client Header should be a combination that includes the B/D ID and Advisor Code (i.e. “Smith-JDoe” or “AB12-B03”).
  • The Client Header must be provided to ByAllAccounts to locate the data once NFS adds it to the feed.
  • Please note that in order to utilize the self-service tools to Add or Delete Outbound Transmission Rules, you must first request the the following entitlements from your Fidelity Administrator:
  • “Integration Xchange_OutboundTransmissionsRulesManagement”
  • “Integration Xchange Admin Outbound Transmission Rules Management"
• Once the request is submitted and in good order, AVDF/Fidelity will create the requested data feed to ByAllAccounts. These client-initiated changes should be effective the same day provided they are entered prior to 7:30PM EST.
• Note: This process may take a couple of weeks. If there are any questions regarding the Third-Party Transmission process, the B/D and/or Advisor can contact the NFS Client Service Team.

Entity details

• Username: Client Header
• Password: Shared by ByAllAccounts via email in step 4
• If you have more than one Client Header, you need to create multiple credentials. These will share the same password unless noted otherwise.