Axos Advisor Services

Last updated: April 15, 2026

Step 1: Contact Axos Advisor Services and fill out a ‘Third-Party Export Request’ form to request your accounts to be added to the "Morningstar ByAllAccounts Axos Advisor Services - SFTP" feed.

Contact details

  • Contact your Axos Advisor Services Client Services Advocate for this request.

  • Ensure you cc [email protected] in your request email for increased visibility.

  • Please include a filled-out version of the 'Third-Party Export Request' form, available on the Axos website.

    • For Recipient, select Morningstar > ByAllAccounts.

Step 2: Once the setup is complete, Axos Advisor Services will provide you with your assigned Export ID.

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject

"Axos Advisor Services - SFTP - Feed Setup Request - Advisory Firm (Technology Platform Provider)"

Requesting Advisor

The first and last name of the advisor requesting the feed setup.

Requesting Advisor Email Address

The email address of the advisor requesting the setup.

Advisory Firm

The firm the requesting advisor is associated with.

Technology Platform Provider

The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.

Axos Advisor Services Export ID

This unique authorization ID allows ByAllAccounts to download a variety of access-level accounts (firm, advisor, individual investor) custodied with Axos Advisor Services.

ByAllAccounts User Email Address

The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.

Expected Account Volume

The number of accounts you are looking to add via this feed.

Step 4: Once the setup is complete, Axos Advisor Services will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject

ByAllAccounts/Axos Advisor Services - SFTP [ByAllAccounts SalesForce Case Number]

ByAllAccounts Password Email Sender

[email protected]

ByAllAccounts SalesForce Case Number

This is the reference number you will have received to track your request after completing step 3.

Step 5: Provide the credentials to [email protected] and we'll handle the rest!