Nationwide Advisory Life

Feed access personas: Financial Professionals

Onboarding Instructions

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Feed access pre-requisites
This service uses Nationwide's SFTP server to obtain advisory life account information. Advisors/Firms must have a registered relationship with Nationwide.

Step 1: Contact your Nationwide Life Sales Rep and request that data be added to the Morningstar ByAllAccounts feed.

Step 2: Nationwide will work with the Advisor/Firm to get data linked to an Associate Firm ID (required to configure data at Morningstar ByAllAccounts), confirm completion, and copy Morningstar ByAllAccounts ([email protected]).

Step 3: Email [email protected] to request feed setup and share this Associate Firm ID along with the additional required information listed below.

Product screenshot

Step 4: Once the setup is complete, Nationwide will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Nationwide Advisory Life - 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 your feed credentials in AccountView to aggregate your accounts.

Feed credential details

Username: Associated Firm ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Associate Firm 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