RBC US Wealth Management Investor - SFTP
FI ID: 121798, formerly RBC Wealth Management (Private Client Groups)
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: Email [email protected] to request feed setup.
Required information
| Email Subject | "RBC US Wealth Management Investor - SFTP - Feed Setup Request - Advisory Firm (Technology Platform Provider)" |
| Requesting Advisor | The first and last name of the advisor requesting the feed setup. |
| Requesting Advisor Email Address | The email address of the advisor requesting the setup. |
| Advisory Firm | The firm the requesting advisor is associated with. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor. |
| RBC Folder ID(s) | A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user. |
| ByAllAccounts User Email Address | The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4. |
| Expected Account Volume | The anticipated number of accounts to be added to this 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 AccountView and aggregate accounts.
Feed credential details
- Username: RBC File 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 File 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.
- The process can up to two weeks.
- Please note eligibility does not extend to Dominion Securities (whose account numbers also begin with a 3).
Step 5: Enter feed credentials in AccountView and aggregate accounts
Updated 8 days ago