# 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](mailto: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](https://www.axosadvisorservices.com/Forms-and-Applications/).
  - 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](mailto: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](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:** Provide the credentials to [support@greenboard.com](mailto:support@greenboard.com) and we'll handle the rest!