Axos Advisor Services | Greenboard Knowledge Base
Axos Advisor Services
Last updated 3 months ago
Step 1: Contact Axos Advisor Services and fill out a ‘Third-Party Export Request’ form to request your accounts to be added to the "Morningstar ByAllAccounts Axos Advisor Services - SFTP" feed.
Contact details
- Contact your Axos Advisor Services Client Services Advocate for this request.
- Ensure you cc byallaccounts-custodians@morningstar.com in your request email for increased visibility.
- Please include a filled-out version of the 'Third-Party Export Request' form, available on the Axos website.
- For Recipient, select Morningstar > ByAllAccounts.
Step 2: Once the setup is complete, Axos Advisor Services will provide you with your assigned Export ID.
Step 3: Email byallaccounts-custodians@morningstar.com to request feed setup.
Required information
| Email Subject | "Axos Advisor Services - SFTP - 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. |
| Axos Advisor Services Export ID | This unique authorization ID allows ByAllAccounts to download a variety of access-level accounts (firm, advisor, individual investor) custodied with Axos Advisor Services. |
| 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: Once the setup is complete, Axos Advisor Services will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Axos Advisor Services - SFTP [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: Provide the credentials to support@greenboard.com and we'll handle the rest!