SEI Advisor Center - Data Download

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Onboarding Instructions

🚧
Feed access pre-requisites
This service uses SEI's Data Download to obtain account information. Any user that has an SEI login to the website https://login.sei-connect.com/login/credentials is eligible to utilize this feed. This includes SEI Advisors, their Admins, and/or Compliance Oversight person that has a relationship with the firm in some capacity.

Step 1: Interested parties should reach out to their SEI Relationship Manager to begin the process of adding data to the Morningstar ByAllAccounts feed.

SEI may require you to complete a Data Services Set Up/Change Form. Please select the following:
- Data Feed Request Type: New
- System Selection > Data Feed Sent Direct > Select ByAllAccounts

SEI Relationship Manager Details

If you are unsure of who your Relationship Manager is, please contact SEI Customer Service at 1-800-734-1003.

Step 2: SEI will set up a Request ID and notify the requestor and Morningstar once complete.

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/SEI Advisor Center - Data Download [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: Request ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Request 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