TradePMR - Branch Level - First Clearing SFTP

Feed access personas: Financial Professionals

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Feed access pre-requisites
This feed supports Branch level data.

For Financial Advisor (Rep) level data., please see TradePMR - Financial Advisors - First Clearing SFTP .

Onboarding Instructions

Step 1: Contact TradePMR at [email protected] to request getting your data added to Morningstar ByAllAccounts direct feed.

Request Details

TradePMR may require additional information to process the request
A list of accounts to confirm eligibility for the feed
Client agreements, depending on the documentation already on file for the relationship

Step 2: Once the feed setup is complete, TradePMR will provide confirmation to both the Advisor and ByAllAccounts, including the SubFirm ID and Branch Code. These values are required for ByAllAccounts to complete the data configuration.

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/TradePMR - Branch Level - First Clearing 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: SubFirmID/Branch Code
Password: Shared by ByAllAccounts via email in step 4
If you have more than one SubFirmID/BranchCode, 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