# Altruist

Last updated 9 months ago

**Step 1:** Log onto Altruist’s [website](https://app.altruist.com/login) 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](mailto: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](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:** Send the feed credentials to [support@greenboard.com](mailto: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._