RBC US Wealth Management Investor - SFTP
FI ID: 121798, formerly RBC Wealth Management (Private Client Groups)
Feed access pre-requisites
- Eligibility for this feed must be confirmed by your RBC representative.
- This feed supports accounts with account numbers that begin with 3. Eligibility does not extend to Dominion Securities accounts (whose account numbers also begin with 3).
- This connection is for Individual Investors. Money Managers should use the RBC US Wealth Management Money Managers - SFTP connection.
Onboarding Instructions
Step 1: Account Holders should contact their RBC Representative to initiate the request to establish the Morningstar ByAllAccounts feed. Please cc [email protected] in your request email for increased visibility.
Step 2: RBC will set up your data under a new Folder ID and provide a confirmation to you and ByAllAccounts.
Step 3: Email [email protected] to request feed setup.
Required information
| Email Subject | "RBC US Wealth Management Investor - SFTP -- Feed Setup Request -- Requestor Name (Technology Platform Provider)" |
| Requestor Name | The first and last name of the individual investor requesting the feed setup. |
| Requestor Email Address | The email address of the person requesting the setup. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the requestor. This could be a client portal, portfolio management platform, financial wellness software, or similar application. This is the investor application used to access the account aggregation feature. |
| RBC Folder ID | This identifier allows ByAllAccounts to download your associated account information from the RBC US Wealth Management feed. |
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/RBC US Wealth Management Investor - 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 Morningstar and aggregate accounts.
Feed credential details
- Username: RBC Folder ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Folder ID, you need to create multiple credentials. These will share the same password unless noted otherwise.
Additional Feed Information
- Once the feed setup is complete, new accounts should link to the existing feed configuration. If there are any issues with new accounts, please contact your RBC Representative.
- The process can take up to two weeks.
Updated 9 days ago