SEI Advisor Center - Data Download

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

Onboarding Instructions

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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 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: Email [email protected] to request feed setup.

Required information

Email Subject	"SEI Advisor Center - Data Download - 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.
SEI Request 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/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.

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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