# 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**](mailto: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**](mailto: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.**