U.S. Bank SEI Wealth Platform (SWP)

Feed access personas: Advisor (IARs, BD reps), Firm (RIAs, BDs)

Feed data level: Plan-level - With the exception of accounts registered at Matrix at the individual level by the plan sponsor, this feed will not provide participant-level data.

Onboarding Instructions

Step 1: Advisors/Firms should contact their relationship manager at U.S. Bank to request their data get added to the files prepared for ByAllAccounts on the Morningstar's STFP server.

Step 2: Once complete, U.S. Bank will provide the Advisor/Firm with a Client Identifier (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 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.

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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