# 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](mailto:support@greenboard.com) and we will use these to access the feed via ByAllAccounts and direct it to your Greenboard account.