Goldman Sachs | Greenboard Knowledge Base
Goldman Sachs
Last updated 3 months ago
Goldman Sachs Advisor Solutions - Branch Access - SFTP
FI ID: 116813
Onboarding Instructions
Feed access pre-requisites
If you are a Custody Client/Advisor who would like to access this feed and receive branch-level data, your firm needs to first have a Data Share Authorization on file with GSAS. If you do not have this, please contact gs-custodysolutions@gs.com to obtain and complete the necessary form.
If you are an SMA Manager, your firm needs to have a Third-Party Agent Supplement and Authorization on file with GSAS. If you do not have this, please contact your GSAS Relationship Manager to obtain and complete the necessary form.
Step 1: Contact GSAS and request your firm’s accounts to be added to the Morningstar ByAllAccounts data feed.
Contact Details
For Custody Clients/Advisors
Include “Attn: Data Feeds” in the email subject line
For SMA Managers
Contact your GSAS Relationship Manager for this request
Include “SMA Data Feed Request” in the email subject line
Ensure you cc byallaccounts-custodians@morningstar.com in your request email for increased visibility.
Step 2: Once the setup is complete, GSAS will provide you with your assigned Firm Routing Code. Then, if you would like to access branch-level data instead of firm-level data, please also source your Branch Code and share both of these values in step 3 as described in the GSAS Extended Branch Code field.
Step 3: Email byallaccounts-custodians@morningstar.com to request feed setup.
Required information
| Email Subject | "Goldman Sachs Advisor Solutions – Branch Access – SFTP – Feed Setup Request – Advisory Firm (Technology Platform Provider)" |
| Requestor Name | The first and last name of the individual requesting the feed setup. |
| Requestor Email Address | The email address of the individual requesting the setup. |
| Advisory Firm | The firm the requestor is associated with. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the firm. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor. ( Greenboard) |
| GSAS Extended Branch Code | This unique authorization ID allows ByAllAccounts download associated branch-level accounts. This code is composite of the following GSAS internal identifiers: FirmRoutingCode-BranchCode (e.g. ABCD-WXYZ) |
| ByAllAccounts User Email Address | The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4. |
Step 4: Once the setup is complete, GSAS will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Goldman Sachs Advisor Solutions – Branch Access – 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 feed credentials with support@greenboard.com
Additional Feed Information
For access to Goldman Sachs Advisor Solutions accounts at the entire firm level, rather than the branch, please refer to the Goldman Sachs Advisor Solutions - Firm Access - SFTP feed.