# 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](https://my529.org/how-to-save/forms-documents/).

**Step 1: Log onto my529** [**website**](https://fa.my529.org/login) **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**](mailto: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](mailto: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**](mailto:support@greenboard.com) **and we will get the feed connected for you.**