**Feed access personas:** Investment Managers ## Onboarding Instructions **Step 1:** Contact the PCS Acccount Support team at [PCSAccountSupport@principal.com](mailto:PCSAccountSupport@principal.com) to request being added to the Morningstar ByAllAccounts FTP feed. * Ensure you cc [byallaccounts-custodians@morningstar.com](mailto:byallaccounts-custodians@morningstar.com) in your request email for increased visibility.

Request Files below in CSV format

Contact your plan's Recordkeeper or Third-Party Administrator for this request with the following details:
- TSE Lot Detail
- TSE Pending Transaction Detail
- TSE Position Detail
- TSE Transaction Detail

**Step 2:** Once the setup is complete, Principal will provide you with your assigned Feed ID. **Step 3:** Submit the Feed Setup Form in [AccountView](https://www.byallaccounts.net/BAAWebApp/BAALogin.html)

Product screenshot

**Step 4:** Once the setup is complete, Principal will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Principal Financial Group - Custody Solutions - SFTP Access [ByAllAccounts SalesForce Case Number]
ByAllAccounts Password Email Sender	[baa-service@alerts-morningstar.com](mailto:baa-service@alerts-morningstar.com)
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: Feed ID
Password: Shared by ByAllAccounts via email in step 4

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](https://outreach.morningstar.com/i/4fjs009jWdvBhkP56PO6eNkx6Gh5TPMyV0vRwdd8McBhK4500nLTSsoNjA8zMoHD6LzPLUSSIGNbD8GcgdNhD93V252N69DKmfPLUSSIGNO2B7aAFcWGnCFqzBUnGBd9CK28PLUSSIGNz9uCikaHS?signature=none)