U.S. Bank SEI Wealth Platform (SWP) - SFTP
FI ID: 113520
Onboarding Instructions
Step 1: Contact your relationship manager at U.S. Bank to request your data be added to the files prepared for ByAllAccounts on the Morningstar's SFTP server.
Step 2: Once complete, U.S. Bank will provide a Client Identifier (used to configure data at Morningstar 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/U.S. Bank SEI Wealth Platform (SWP) - 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: Client Identifier
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Client Identifier, 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
Updated 10 days ago
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