Wells Fargo Prime Services - SFTP Access
FI ID: 98309, Formerly known as Wells Fargo Prime Services - FTP
Onboarding Instructions
Feed access pre-requisitesFor new Wells Fargo Prime Clients
- Contact your Wells Fargo Client On-boarding Representative to request setup for the direct feed.
- Wells Fargo may require paperwork for both parties to complete and sign and they may also ask for a list of accounts to verify their eligibility for the feed.
- Advisors may need to involve their clients for signatures depending on the paperwork Wells Fargo has in place for these relationships.
Step 1: Contact your Wells Fargo Client Service Representative and request adding current Wells Fargo Prime clients to the ByAllAccounts direct feed.
Step 2: Wells Fargo will process the feed request, create the Investment Manager ID/File Code, and notify the Advisor and 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/Wells Fargo Prime Services - 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 your feed credentials in AccountView and aggregate accounts.
Feed credential details
- Investment Manager ID: Provided by Wells Fargo
- Password: Provided by ByAllAccounts
- If you have more than one Investment Manager ID, 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 1 day ago