Citi | Greenboard Knowledge Base
Citi
Last updated 7 months ago
Onboarding Instructions
Step 1: Contact Citi Private Bank and request your accounts to be added to the "Morningstar ByAllAccounts Citi Private Bank - SFTP" feed.
Contact details
- Contact your Citi Private Bank Representative for this request.
- Ensure you cc byallaccounts-custodians@morningstar.com in your request email for increased visibility.
Step 2: Once the setup is complete, Citi will provide you with your assigned Office Code/Symbol.
Step 3: Provide the Office Code/Symbol along with the Requestor Name, Requestor Email, and Advisor Firm information for the yourself/the person who requested the feed to support@greenboard.com
From here, ByAllAccounts will complete the final configurations and share the feed password with you.
Feed password delivery details:
| ByAllAccounts Password Email Subject | ByAllAccounts/Citi Private Bank - 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 4: You will need to send the password/any other credentials to support@greenboard.com again to finalize the feed.
Feed credential details:
- Username: Citi Private Bank Office Code/Symbol
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one office code/symbol, you need to create multiple credentials. These will share the same password unless noted otherwise
**Please note, these typically come in separate emails, but the Greenboard team will need both the username and password to successfully verify.