# 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](mailto: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

- Email [gs-custodysolutions@gs.com](mailto:gs-custodysolutions@gs.com)

- 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](mailto: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](mailto: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](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 feed credentials with [support@greenboard.com](mailto: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](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-advisor-solutions-firm-access-sftp) feed.