Neptune-GBX - SFTP Access
FI ID: 130046
Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)
Onboarding Instructions
Feed access pre-requisitesIn order to be set up with access to the Neptune data feed with ByAllAccounts, you should first confirm with Neptune that your User Role has been designated as an Intermediary and a Group established.
Step 1: Advisors should contact their Neptune Account Manager and ask that daily account extracts be added to a new Intermediary ID in the files created for Morningstar ByAllAccounts.
- Ensure you cc [email protected] in your initial request email for increased visibility.
Step 2: Neptune will provide the Advisor/Firm with their Intermediary ID (used to configure data at ByAllAccounts).
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Product screenshot
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Neptune-GBX - 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: Intermediary ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Intermediary 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 about 9 hours ago