TradePMR Data Feed (via Wells Fargo Clearing Services)

Feed access personas: Advisors

Onboarding Instructions

Step 1: Advisors must contact TradePMR at [email protected] to request getting added to Morningstar ByAllAccounts direct feed.

When working with TradePMR they may need:

Additional paperwork to be completed.
A list of the accounts to verify that they are eligible for the feed.
To involve their clients for signatures depending on what paperwork TradePMR already has in place for these relationships.

Step 2: Once the feed setup is complete, TradePMR will provide confirmation to the Advisor and ByAllAccounts with a Sub Firm ID and Rep ID. Please note ByAllAccounts requires the Sub Firm and Rep ID to complete data configuration in their system.

Step 3: Submit the Feed Setup Form in AccountView

Product screenshot

Step 4: Once the setup is complete, TradePMR will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/TradePMR Data Feed (via Wells Fargo Clearing Services)[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/RepID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one SubFirmID/RepID, 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