Pershing SFTP - Northwestern Mutual

Feed access personas: Advisors (IAR, B/D Reps), Firms (RIAs, B/D)

Onboarding Instructions

Step 1: Advisor/Firms will need to e-mail Northwestern Mutual at [email protected] to request getting their data added to the Morningstar ByAllAccounts feed.

Ensure you cc [email protected] on the e-mail for increased visibility.

Request Details

In the data feed email request, please include the following details:

The Account Numbers and associated names to be added to the feed
Purpose of the Data Feed: Data Aggregation
Request that Northwestern provide the Primary IP Number for the specified accounts and include ByAllAccounts to receive it.
When applicable, Northwestern may require customers to complete an Account-Owner Authorization Form and a Customer Account Confidentiality Agreement.

Step 2: Once completed, Northwestern Mutual will confirm and provide a Primary IP Number to identify data associated to the Advisor/Firm (used to configure data in ByAllAccounts system).

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/Pershing SFTP - Northwestern Mutual [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: Associated Primary IP Number
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Associated Primary IP Number, 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

Additional Feed Information

To remove and/or add accounts from existing data feeds, Advisor/Firms should submit requests to [email protected].
Northwestern Mutual will not process requests submitted by vendors. All requests must come directly from the firm.
Northwestern Mutual cannot disclose account or advisor information to a vendor unless the accounts are already on the firm’s data feed and the request comes directly from the firm via email.