# 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](mailto: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](mailto: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](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 4:** You will need to send the password/any other credentials to [support@greenboard.com](mailto: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.