Wilmington Trust - SFTP
FI ID: 112280
Onboarding Instructions
Step 1: Advisors/Firms should contact their Wilmington Trust Relationship Manager requesting their data be added to the Morningstar ByAllAccounts feed.
Step 2: Wilmington Trust will work with the Advisor/Firm on getting the feed established.
- Once completed, Wilmington will provide an 'Optional Account Class' code and copy 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/Wilmington Trust - 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: Optional Account Class Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Optional Account Class Code, 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