BNY Mellon

Last updated: April 2, 2026

Greenboard – BNY Mellon Nexen Connection Instructions (Morningstar SFTP)

Step 1: Initiate a connection between Morningstar and your custodian relationship manager (BNY Mellon) 

  • Email your BNY Mellon relationship manager to initiate the request access to Morningstar's SFTP server to post their BNY Mellon - Nexen files for data aggregation

  • Morningstar will create an SFTP account and folder named "BNYNexen"  

  • Morningstar will provide the SFTP credentials, please confirm who we should send the credentials to and provide an email address.

  • You will need to provide the Morningstar SFTP credentials to BNYM (see step 2)

Step 2: Notify BNY Mellon of SFTP Details

  • Please reach out to their BNYM Relationship team to request that the Secure FTP (SFTP) Distribution from NEXEN be activated.

  • The BNYM Relationship team will collect setup information including your contact information and the SFTP credentials provided by Morningstar. 

Step 3: BNY Mellon Enables SFTP Distribution

  • You’ll be notified once the SFTP Distribution function is active.

Step 4: Create NEXEN Folder and Reports

In your Nexen portal, create a folder containing the following reports:

  • “Asset and Accrual Detail”

  • “Transaction Detail”

Step 5: Schedule File Distribution

  • You will schedule the folder to run on a daily basis and be distributed via Secure FTP method to Morningstar's SFTP server. The file names can be the default. 

Step 6: Email [email protected]

  • Please share the Morningstar SFTP server credentials provided by Morningstar ByAllAccounts with [email protected] and we will complete the setup steps.