RBC US Wealth Management Investor - SFTP

🚧

Feed access prerequisites

• This feed supports account numbers that begin with 3
• RBC Rep will confirm eligibility

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: Submit the Feed Setup Form in AccountView.

Product screenshot

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Step 5: Enter feed credentials in AccountView and aggregate accounts.

📘

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

• Once 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 up to two weeks.
• Please note eligibility does not extend to Dominion Securities (whose account numbers also begin with a 3).
• Money Managers, please follow instructions below below

Money Manager Instructions

RBC US Wealth Management (RBC USWM)

Step 1: The requestor 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.

• Money managers on RBC’s platform should contact the RBC SMA/UMA Product Management Team at [email protected].
• Money managers not on RBC’s platform, and other outside parties, should initiate the request through their RBC branch or submit questions to [email protected].

Step 2: RBC will setup the data under a new Folder ID and provide a confirmation to the requestor and 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/RBC Clearing & Custody (C&C) - 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: Folder ID
• Password: Shared by ByAllAccounts via email in step 4
• Use of automatic account management (AAM) is recommended with this feed. You can do so by selecting the check box that reads "Let the system automatically manage the accounts on this credential." right below the credential entry fields in AccountView.
• If you have more than one Folder 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

Additional Feed Information

• Once 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 and/or [email protected].
• The process can up to two weeks.