Nationwide Financial (formerly Jefferson National)

Feed access personas: Financial Professionals

Onboarding Instructions

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Feed access pre-requisites
This service uses Nationwide's FTP server to obtain annuity account information.

Advisor/Firm/third parties must have a registered relationship with Nationwide.

Step 1: Advisors/Firms should contact their Nationwide relationship manager and request that data be added to the Morningstar ByAllAccounts feed.

Step 2: Once completed, Nationwide will confirm to the requesting Advisor/Firm/third party and ByAllAccounts of the Advisor or Firm ID (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/Nationwide Financial (formerly Jefferson National) - FTP 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: Advisor/Firm ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor Profile, 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