Altruist | Greenboard Knowledge Base
Altruist
Last updated 9 months ago
Step 1: Log onto Altruist’s website and go to Integrations under Settings.
Step 2: Connect “Morningstar ByAllAccounts” as an integration to have data added to the feed.
Digital form instructions
- Log into Altruist’s website, navigate to Settings and then Integrations.
- Select connect next to "Morningstar ByAllAccounts".
- If applicable, please list your technology platform provider in the 3rd party platform provider. This helps Altruist and ByAllAccounts keep track of the technology platforms receiving data on behalf of advisors.
Step 3: Email byallaccounts-custodians@morningstar.com to request feed setup.
Required information
| Email Subject | "Altruist - SFTP Access - Feed Setup Request - Advisory Firm (Technology Platform Provider)" |
| 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 | The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor. |
| Altruist Rep Code(s) | A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user. |
| 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. |
| Expected Account Volume | The number of accounts you are looking to add via this feed. |
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Altruist - SFTP Access [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: Send the feed credentials to support@greenboard.com and we will ensure this gets set up correctly.
Feed credential details:
- Username: Altruist Rep Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one rep code, you need to create multiple credentials. These will share the same password unless noted otherwise.