Wells Fargo Advisors - Financial Advisors

Feed access personas:

Onboarding Instructions

Step 1: Advisors must contact [email protected] to request getting added to Morningstar ByAllAccounts direct feed.

Wells Fargo may require additional paperwork to be completed.
Wells Fargo may request a list of the accounts to verify that they are eligible for the feed.
The Advisor may be required to involve their clients for signatures depending on what paperwork WF already has in place for these relationships.

Step 2: Once the feed setup is complete, Wells Fargo will provide a confirmation to the Advisor and ByAllAccounts of the Sub Firm and Financial Advisor Number

ByAllAccounts requires the Sub Firm and Financial Advisor Number to complete data configuration in their system.

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/Wells Fargo Advisors - Financial Advisors - First Clearing 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.

Please enter the Sub Firm and Financial Advisor Number in AccountView as the User ID in the following format: "###/###".

Feed credential details

Username: Sub-Firm Number/Financial Advisor ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Sub-Firm Number/Financial Advisor ID?, 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