Onramp Invest - SFTP Access (Investment)
FI ID: 112850
Feed data level: This feed is setup for Firm Level access only.
- If Rep level access is needed, please submit a ticket to support.
Onboarding Instructions
Step 1: Advisor/Firm should contact the Onramp CS Team by emailing [email protected] to request their data be added to the Morningstar ByAllAccounts feed.
- Onramp will require an ROI form to be completed to enable the data feed on their end.
Step 2: Once completed, Onramp will provide the completed ROI to both Advisor/Firm and ByAllAccounts with a Firm Code (this will be used to configure data at Morningstar).
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/Onramp Invest - 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: Firm Code
- 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.
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