Inspira Financial - SFTP | Greenboard Knowledge Base

Inspira Financial - SFTP

Last updated 4 months ago

Greenboard – Inspira Financial Connection Instructions (Morningstar ByAllAccounts Feed)

Advisor Setup Instructions

  1. This service uses Inspira Financial's SFTP file extracts to obtain data. You must have a registered relationship with Inspira Financial.

  2. Please contact your Inspira Financial relationship manager to request that your daily data files be set up under a new SFTP ID connection on Inspira Financial's server.

  3. Inspira Financial will assign you with a new SFTP ID to access file extracts.

    • ByAllAccounts is not involved in the credential assignment, but you can mention you are working with ByAllAccounts.

  4. Once you receive your credentials from Inspira Financial, please send them to support@greenboard.com and we will use these to access the feed via ByAllAccounts and direct it to your Greenboard account.