Hilltop

Onboarding Instructions

Step 1: Feed requestors should reach out to their Hilltop correspondent (authorized user at Hilltop, usually the principal at the firm) to request feed access. The correspondent will then reach out to their Hilltop Securities Relationship Manager (RM) to request access to the data feed between Hilltop and ByAllAccounts.

Step 2: The Hilltop RM will assist with completing a new user setup request form. Once the form is complete and returned to Hilltop, the feed setup will be completed and the Hilltop IT Security Team will send a Subscription ID to the requestor and to ByAllAccounts.

Form Details

• The Form will ask for at least the following details:

  • Requestor Information

  • Entitlement level desired (Rep Level data, Firm Level Data, etc.)

  • Account/Client Profile (Name, Address, SSN, etc.)

Step 3: Provide the Subscription ID to [email protected]

Step 4: The Greenboard team will use this subscription ID to request the data feed via the Morningstar ByAllAccounts network. Data should then begin flowing within 3-5 business days.