# 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**](mailto: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](mailto: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](mailto:support@greenboard.com) and we can connect the feed.