U.S. Bank Legacy

Feed access personas: Trust Custody Clients

Onboarding Instructions

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Feed access pre-requisites
This service uses file extracts delivered to U.S. Bank's SFTP server and prepared for Morningstar ByAllAccounts to download account information.
Parties must have a registered relationship with U.S. Bank.

Step 1: Advisors/Firms should contact their relationship manager at U.S. Bank to request that your data be added to the file extracts prepared for Morningstar ByAllAccounts

Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Once complete, U.S. Bank will provide a Firm Code to the Advisor/Firm (used to configure data at Morningstar ByAllAccounts) and copy ByAllAccounts ([email protected]).

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/U.S. Bank Legacy - 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: Firm Code
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Firm Code, 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