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: 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/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