PNC Asset Management Group

Onboarding Instructions

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Feed access pre-requisites
This service uses PNC Asset Management Group’s file extracts prepared for Morningstar ByAllAccounts to obtain Investment and Trust account data. Advisors/Firms must have an established relationship with PNC AMG.

Step 1: Advisors/Firms must contact their PNC relationship manager to request their data be added to the Morningstar ByAllAccounts feed.

The PNC relationship manager will submit the request to their Asset Management Group Extract team, copying the Advisor/Firm and [email protected]. The request should include the account(s) to be added and specify for the Extract team to create a new feed specific 6-character Advisor Code.

Step 2: Once completed, PNC will notify the relationship manager, the Advisor/Firm, and ByAllAccounts of its completion, and include the new feed specific Advisor Code (the code will be required to configure accounts at Morningstar 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/PNC Asset Management Group - SFTP [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: Advisor Code
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor Code, 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

Note If the Advisor/Firm already has an existing feed specific Advisor Code for an established data feed between PNC and ByAllAccounts and want to add accounts to it, they should submit the request to their PNC relationship manager with their feed specific 6-character Advisor Code (not request a new one).

PNC confirmed that both advisors and individual investors can utilize this feed.