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Investor Account Aggregation

  • ByAllAccounts Connect Suite
    • Account Linking
    • Account Summary
    • How Connect Components Work Together
  • Investor Aggregation Development Guide
    • 1. Get Set up for Access
    • 2. Register Investor Users
    • 3. Authenticate Investor users
    • 4. Permissions for Framing
    • 5. Requirements for Financial Institution OAuth authorization
    • 6. Download and Install Components
    • 7. Incorporate Components into Parent Page
    • 8. Manage Critical Events
    • 9. Test Account Linking
    • 10. Collect Aggregated Data
    • 11. Customize the User Interface

Advisor Account Aggregation

  • ByAllAccounts Integration Guide for Advisors
    • User registration
    • Single Sign On (SSO) authentication for Account View
    • Aggregation (AccountView)
    • Data Extraction

Advisor Feed Onboarding Hub

  • ByAllAccounts Advisor Feed Onboarding Hub
    • Adhesion Wealth - FTP
    • Altruist - SFTP Access
    • American Estate and Trust - FTP
    • Aspida - SFTP Access
    • Aspire, powered by PCS Retirement Financial Advisor - SFTP
    • AssetMark - SFTP
    • Atlantic Union Bank Wealth Management (SEI Data Download)
    • Axos Advisor Services - SFTP
    • AXOS Clearing SFTP - Broker Dealer Level Access
    • AXOS Clearing SFTP - Rep Level Access
    • BOK Financial Trust Platform Investments - SFTP Access 
    • BOK Financial TreasurySource - SFTP Access
    • BitGo Platform for Wealth Management - SFTP
    • BNY Mellon Wealth Management - Financial Professionals - SFTP
    • BNY Mellon Wealth Management - Client Access - SFTP
    • BNY Mellon Wealth Management Nexen - Financial Professional - SFTP Access
    • Charles Schwab Institutional - SFTP
    • Citi Private Bank (Custody) - SFTP
    • Citizen Mint - SFTP
    • Corebridge - SFTP
    • DAZL - SFTP - Commingled Feed
    • DST Vision - Representative Level
    • DST Vision - Dealer Level
    • Fidelity IWS - FTP Access
    • Fidelity IWS (non-brokerage) Affiliate Accounts - FTP
    • First Financial Bank - SFTP Access
    • First Commonwealth Advisors - SFTP Access
    • Goldman Sachs Advisor Solutions - Firm Access - SFTP
    • Goldman Sachs Advisor Solutions - Branch Access - SFTP
    • Goldman Sachs Private Wealth Management - FTP Access
    • Hilltop Securities - FTP
    • Houston Trust Company - SFTP Access
    • Interactive Brokers – FTP Access
    • KeyBank - KeyLink - SFTP (Account-Level)
    • KeyBank - KeyLink - SFTP (Portfolio-Level)
    • Matrix Trust Company - SFTP Access
    • National Financial Services (NFS) - FTP Access
    • Midwest Institutional Trust Company - SFTP Access
    • Morgan Stanley - SFTP Access
    • my529 - SFTP
    • Nevada Trust Company - SFTP Access
    • Orange Bank and Trust - SFTP
    • Northern Trust - FTP Access
    • Pershing InfoDirect - Data Download
    • Pontera (Formerly FeeX) SFTP Access
    • Pershing SFTP - Northwestern Mutual
    • Principal Financial Group - Custody Solutions - SFTP Access
    • Raymond James Financial Data Download - Financial Professionals
    • Raymond James Financial Data Download - Client Access
    • RBC Clearing & Custody (C&C) - SFTP
    • RBC US Wealth Management Investor - SFTP
    • RBC US Wealth Management Money Managers - SFTP
    • SEI Advisor Center - Data Download
    • State Street - SFTP Access
    • T. Rowe Price Retirement Plan - Rep Access - SFTP Access
    • T. Rowe Price Retirement Plan - Firm Access - SFTP Access
    • TIAA-CREF Advisor – Client Data Download
    • TradePMR Data Feed (via Wells Fargo Clearing Services)
    • UBS Financial Services ConsultWorks - Power User - SFTP Access
    • U.S. Bank Legacy - SFTP
    • Wells Fargo Advisors - Financial Advisors - First Clearing SFTP
    • Wells Fargo Advisors - Money Manager - First Clearing SFTP
    • Wells Fargo Advisors - Subsidiary Firm - First Clearing SFTP
    • Interactive Brokers – FTP Access

Data Integration Services

  • ByAllAccounts Data Integration Offerings
  • Data Integration Project Guide
  • Post Implementation Support
  • Feed Authorization Process

Resources

  • Account Aggregation 101
    • Why Account Aggregation is Required for Wealth Management
    • What to Look for in an Account Aggregation Partner for Wealth Management
    • Why Choose ByAllAccounts as Your Data Aggregation Platform
  • Data Integration 101
    • Why Data Integration is Required for Wealth Management
    • What to Look for in a Data Integration Partner for Wealth Management
    • Why Choose ByAllAccounts Data Integration Service
  • Investor FAQ
  • Additional Documentation

OPEN BANKING HUB

  • Open Banking Sources
  • Upcoming Scheduled Open Banking Migrations
  • Future Migration Roadmap
  • Open Banking User Guides and General Information

Migrating to CI SAAS Universal

  • Introduction to Migrating to AccountView CI SaaS
    • Feature Comparisons
    • Training Videos
  • Migration Requirements
  • Migration Steps and Best Practices
    • Considerations if Performing Repeat Migration
  • Resources for Migration and CI SaaS
  • Migration FAQs
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Training Videos

Videos

  • Demonstration of the migration process: Demonstration of the migration process
  • Overview of using CI SaaS Universal: Overview of CI SaaS
  • Additional video demonstrations on how to use CI Saas: ByAllAccounts Training Resources

Updated 9 months ago


Feature Comparisons
Migration Requirements