U.S. Bank

Last updated 10 months ago

U.S. Bank Legacy - SFTP

Advisor Instructions

This service uses file extracts delivered to U.S. Bank's SFTP server and prepared for Morningstar ByAllAccounts to download account information. Parties must have a registered relationship with U.S. Bank.

Step 1: Advisors/Firms should contact their relationship manager at U.S. Bank to request that your data be added to the file extracts prepared for Morningstar ByAllAccounts.

• U.S. Bank will work with the Advisor/Firm to get setup on the feed.

Step 2: Once complete, U.S. Bank will provide a Firm Code to the Advisor/Firm (used to configure data at Morningstar ByAllAccounts) and copy ByAllAccounts ( byallaccounts-custodians@morningstar.com).

Step 3: The Advisor/Firm should notify their normal aggregation support channel once these steps have been completed and confirm who should be authorized to access the feed along with an email address for them to send the feed password to.

• This will be a contact at your firm who will then share the credentials with Greenboard for the final feed setup.

Step 4: ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided. The password is to be used along with the Firm Code (provided by US Bank) for setting up accounts for aggregation in AccountView.

• Please forward the Firm Code and password to Greenboard ( support@greenboard.com). These typically arrive in separate emails, and in some cases you may need to email ByAllAccounts directly to request the password.

• Greenboard will confirm once the feed has been established on our side. Data will begin appearing in the platform within a few days.