*Coming Soon - T. Rowe Price Retirement Plan - Rep Access - SFTP Access
FI ID: 127935
Feed Personas: Advisors
Onboarding Instructions
Step 1: Contact your T. Rowe Price Retirement Plan representative and request your accounts to be added to the Morningstar ByAllAccounts feed.
- T. Rowe Price will require you to complete a Request Form.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the setup is complete, T. Rowe Price will provide you with your assigned ByAllAccounts Authorization ID. This ID is used to configure your data with ByAllAccounts.
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/T. Rowe Price Retirement Plan - Rep Access - SFTP Access [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: ByAllAccounts Authorization ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one office code/symbol, you need to create multiple credentials. These will share the same password unless noted otherwise.
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
Additional Feed Information
Updated 1 day ago