TradePMR Data Feed (via First Clearing)

Last updated 7 months ago

Advisor Instructions

Step 1: Advisors must contact TradePMR at datafeeds@tradepmr.com to request getting added to Morningstar ByAllAccounts direct feed.

• Advisors must contact TradePMR at datafeeds@tradepmr.com to request getting added to Morningstar ByAllAccounts direct feed.

• TradePMR may require additional paperwork to be completed.

• TradePMR may request a list of the accounts to verify that they are eligible for the feed.

• The Advisor may be required to involve their clients for signatures depending on what paperwork TradePMR already has in place for these relationships

Step 2: Once the feed setup is complete, TradePMR will provide confirmation to the Advisor and ByAllAccounts with a Sub Firm ID and Rep ID.

Step 3: ByAllAccounts requires the Sub Firm and Rep ID to complete data configuration in their system.

Step 4: The Advisor should notify the ByAllAccounts Support team once the request has been completed and to confirm who should be authorized to access the feed along with an email address for us to send the feed password to.

• Please authorize Dave Feldman (support@greenboard.com) to access the feed.

Step 5: ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided. The password is to be used along with the Sub Firm and Rep ID for setting up accounts for aggregation in AccountView.

• Please email the Sub Firm/Rep ID and Password to support@greenboard.com so we can connect to the feed.