Lincoln Financial Group RIA Annuities - SFTP

Last updated: September 23, 2025

Advisor Instructions

For IAR Only (Advisor Level)

  1. Advisors/Firms must submit a request via email to Lincoln Financial's B2B at [email protected] to get setup on the Morningstar ByAllAccounts feed.

  2. The request should note 'Investment Advisory Representative (IAR) Only' and include:

    • IAR's Name

    • RIA's Legal Name

    • Either a sample contract number or the IAR's SSN

  3. Lincoln Financial will send a confirmation to the Advisor when complete and provide an ID.

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

  5. Once ByAllAccounts authorizes user access, we will email the feed password to the address provided. The password is to be used along with your ID for setting up accounts for aggregation in AccountView.

    1. Please share these credentials with [email protected]

      1. Please note, the ID and password typically come in two separate emails, but both will need to be provided to Greenboard to establish the feed.

For entire RIA's Book of Business

  1. Advisors/Firms must submit a request via email to Lincoln Financial's B2B at [email protected] to get setup on the Morningstar ByAllAccounts feed.

  2. The request should note 'Entire Registered Investment Advisor (RIA)' to obtain their entire book of business and include:

    • RIA Legal Name and TIN

    • A sample contract number

  3. Lincoln Financial will send a confirmation to the Advisor when complete and provide an ID.

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

  5. Once ByAllAccounts authorizes user access, we will email the feed password to the address provided. The password is to be used along with your ID for setting up accounts for aggregation in AccountView.

    1. Please share these credentials with [email protected]

      1. Please note, the ID and password typically come in two separate emails, but both will need to be provided to Greenboard to establish the feed.