Wells Fargo Advisors Trust - SFTP Access
FI ID: 130047
Feed access personas: Financial Professionals
Feed access pre-requisites
- Users must have an established relationship with Wells Fargo Advisors (WFA).
- This feed supports Trust accounts with 6-12 digit account numbers only.
- For brokerage accounts, please review the available Wells Fargo Advisors feeds on our Advisor Feed Onboarding Hub.
Onboarding Instructions
Step 1: Advisors and/or firms must contact [email protected] to request that their trust account data be added to the Morningstar ByAllAccounts direct feed.
- WFA may require additional paperwork to be completed.
- WFA may request a list of the accounts to verify that they are eligible for the feed.
- Ensure you cc [email protected] in your request email for increased visibility.
Step 2: Once the feed setup is complete, WFA will provide a confirmation to the Advisor and/or firm and ByAllAccounts confirming the File Name.
- ByAllAccounts requires the File Name 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 Trust - 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: File Name
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one File Name, 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 4 days ago