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Learn more about ByAllAccounts

TradePMR - Financial Advisors - First Clearing SFTP

FI ID: 111314

Feed access personas: Financial Advisors/Reps

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Feed access pre-requisites

This feed supports Financial Advisor (Rep) level data.

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 Rep ID. These values are required for ByAllAccounts to complete the data configuration.

Step 3: Submit the Feed Setup Form in AccountView

Product screenshot
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 Data Feed (via Wells Fargo Clearing Services)\[ByAllAccounts SalesForce Case Number]
ByAllAccounts Password Email Sender [[email protected]](mailto:[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

Updated 3 days ago

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