Lincoln Financial

Last updated 1 year ago

Step 1: Advisors/Firms must submit a request via email to Lincoln Financial's B2B at B2BCommerce@lfg.com to get setup on the Morningstar ByAllAccounts feed.

The request should note 'Entire Registered Investment Advisor (RIA)' to obtain their entire book of business and include:

• RIA Legal Name and TIN
• A sample contract number
• Lincoln Financial will send a confirmation to the Advisor when complete and provide an ID

Step 2: Email byallaccounts-custodians@morningstar.com to request feed setup. Required fields in email:

• Email Subject: "Lincoln Financial - 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
• Lincoln Financial Provided ID (s): A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
• ByAllAccounts User Email Address: dave@greenboard.com

Step 3: ByAllAccounts will complete the final configurations and share the feed password. Please share this feed password with the Greenboard team to complete configuration.