Pacific Premier Trust (SEI Data Download)
FI ID: 112344
Feed Personas: Financial Professionals
Onboarding Instructions
Feed access pre-requisites
- Advisors must have a registered relationship with Pacific Premier Trust
Step 1: Contact your Pacific Premier Trust Relationship Manager (RM) to request that your account data be added to the Pacific Premier Trust (via SEI) feed for delivery to Morningstar ByAllAccounts.
Request Details
- The RM will route the request to SEI to process.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once complete, Pacific Premier Trust will provide a Request ID.
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Step 4: Once the setup is complete, the Pacific Premier Trust RM will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | Pacific Premier Trust (SEI Data Download) [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: Request ID
- Password: Shared by ByAllAccounts via email in step 3
- If you have more than one Request 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