# BNY Mellon

Last updated 3 months ago

Greenboard – BNY Mellon Nexen Connection Instructions (Morningstar SFTP)

**Step 1: Initiate a connection between Morningstar and your custodian relationship manager (BNY Mellon)**

- Email your BNY Mellon relationship manager to initiate the request access to Morningstar's SFTP server to post their BNY Mellon - Nexen files for data aggregation
- Morningstar will create an SFTP account and folder named "BNYNexen"
- Morningstar will provide the SFTP credentials, please confirm who we should send the credentials to and provide an email address.
- You will need to provide the Morningstar SFTP credentials to BNYM (see step 2)

**Step 2: Notify BNY Mellon of SFTP Details**

- Please reach out to their BNYM Relationship team to request that the Secure FTP (SFTP) Distribution from NEXEN be activated.
- The BNYM Relationship team will collect setup information including your contact information and the SFTP credentials provided by Morningstar.

**Step 3: BNY Mellon Enables SFTP Distribution**

- You’ll be notified once the SFTP Distribution function is active.

**Step 4: Create NEXEN Folder and Reports**

In your Nexen portal, create a folder containing the following reports:

- “Asset and Accrual Detail”
- “Transaction Detail”

**Step 5: Schedule File Distribution**

- You will schedule the folder to run on a daily basis and be distributed via Secure FTP method to Morningstar's SFTP server. The file names can be the default.

**Step 6: Email** [**support@greenboard.com**](mailto:support@greenboard.com)

- Please share the Morningstar SFTP server credentials provided by Morningstar ByAllAccounts with [support@greenboard.com](mailto:support@greenboard.com) and we will complete the setup steps.