Morgan Stanley - Retail & Managed Accounts

Morgan Stanley Smith Barney ClientServ - SFTP Access

FI ID: 116847

Advisor Instructions

This feed is for Retail and Managed accounts at Morgan Stanley Smith Barney (MSSB) ClientServ.

1. Advisors/Firms must contact the appropriate Morgan Stanley team to request their data be added to the Morningstar ByAllAccounts feed.

   • Managed Feed Users must email their 3rd Party Manager Solutions team at [email protected] and request to get their data on the Morningstar ByAllAccounts feed. This team will work with you to complete any additional documents that may be required.

   • Retail Users (non-money managers) must email the GWM Data Feeds Team at [email protected] to request getting their data added to the Morningstar ByAllAccounts feed. This team will work with the Retail Team on documentation needed to establish the retail feed.

2. Once completed, Morgan Stanley will confirm and provide Client ID(s) that is required to configure data at Morningstar ByAllAccounts.

   • Morgan Stanley will copy [email protected] to receive the Client ID(s).

3. The Advisor/Firm should notify their normal aggregation support channel once these steps have been completed and confirm who should be authorized to access the feed along with an email address for us to send the feed password to.

4. ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided. The password is to be used along with the Client ID (provided by MSSB) for setting up accounts for aggregation in AccountView.

5. Reach out to [email protected] when this is complete and we will coordinate next steps.