Northern Trust - FTP Access

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

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Feed access pre-requisites
Money Managers (internal or external) and RIAs may be able to use this feed for Trust accounts. Banking accounts may not be used on this feed.

Step 1: Advisors should contact their Northern Trust relationship manager and ask that daily account extracts be added to a new Consolidation ID in the files created for Morningstar ByAllAccounts.

Northern Trust may ask the requester for a list of the account numbers to be added. The document should be protected with a password and shared only with Northern Trust.
Ensure you cc [email protected] in your initial request email for increased visibility.

Step 2: Northern Trust will provide the Advisor/Firm with their Consolidation ID (used to configure data at ByAllAccounts).

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject	"Northern Trust - FTP Access - Feed Setup Request - Advisory Firm (Technology Platform Provider)"
Requesting Firm Point of Contact	The first and last name of the Point of Contact requesting the feed setup.
Requesting Firm Point of Contact Email Address	The email address of the Point of Contact requesting the setup.
Advisory Firm	The registered name of the Firm requesting the feed setup.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.
Consolidation ID	A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
ByAllAccounts User Email Address	The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Northern Trust - 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: Consolidation ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Consolidation 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