SEI Trust

Last updated 7 months ago

Greenboard – SEI Trust Connection Instructions (Morningstar ByAllAccounts Feed)

Step 1: Initiate Connection with SEI Trust

• Email your SEI Relationship Manager to request that your data be added to the Morningstar ByAllAccounts feed.
• Once SEI processes the request, they will create a Request ID and notify both you and Morningstar.

Step 2: Request Feed Setup from Morningstar

Email: byallaccounts-custodians@morningstar.com

Use the subject:

SEI Trust - SFTP Access - Feed Setup Request - Advisory Firm (Greenboard)

Include the following required fields in the email:

• 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
• Request ID / Rep Code: A unique identifier that allows ByAllAccounts to identify which accounts should be associated with a given user
• ByAllAccounts User Email Address: support@greenboard.com

Step 3: Await Confirmation from Morningstar

• ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided.
• Please share the Request ID and feed password with support@greenboard.com and we can connect the feed.