my529

Last updated 3 months ago

Note: Feed access pre-requisites

• Advisors must be registered as a limited power of attorney (LPOA) with online viewing rights for their clients' accounts in order to use this source.

• Steps to obtain LPOA Access

  • The advisor must be registered as an LPOA entity. If this has not already been done, the firm must submit a form 700 to register their firm as an LPOA entity that may be granted limited power of attorney access.
  • The advisor's client must complete form 710 and submit to my529 in order to grant the advisor LPOA access to their accounts
  • Both forms can be found on my529's website.

Step 1: Log onto my529 website using your LPOA login.

Step 2: Add "Morningstar ByAllAccounts" as a Back Office Service Provider in Data Setup

• Digital Form Instructions:
  • The advisor will log in to the my529 website using their LPOA login.
  • Click on the menu icon in the top left corner, then click Data, then Setup.
  • Click Edit, then click on the Back Office Service Provider, "Morningstar ByAllAccounts, and click Next. You can select more than one data provider.

Step 3: Email byallaccounts-custodians@morningstar.com to request feed setup

• Required Information:
  • Email Subject: "my529 - SFTP Access - Feed Setup Request - Advisory Firm (Greenboard)"
  • Requesting Advisor: The first and last name of the advisor requesting the feed setup.
  • Requesting Advisor Email Address: The email address of the advisor requesting the setup.
  • Advisory Firm: The firm the requesting advisor is associated with.
  • Technology Platform Provider: Greenboard
  • LPOA Number(s): A unique identifier that allows ByAllAccounts to identify which accounts should be associated with a given user.
  • ByAllAccounts User Email Address: dave@greenboard.com
  • Expected Account Volume: The anticipated number of accounts to be added to this feed.

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

• Feed password delivery details
  • ByAllAccounts Password Email Subject: ByAllAccounts/my529 - SFTP [ByAllAccounts Salesforce Case Number]
  • ByAllAccounts Password Email Sender: baa-service@alerts-morningstar.com
  • ByAllAccounts SalesForce Case Number: This is the reference number you will have received to track your request after completing Step 3

Step 5: Please share the credentials with support@greenboard.com and we will get the feed connected for you.