Brown Brothers Harriman

Step 1: Contact your Brown Brothers Harriman (BBH) Capital Partners Feed Team at [email protected] to request your data be added to the Morningstar ByAllAccounts feed.

Step 2: BBH will advise on the necessary requirements for adding client data to the ByAllAccounts feed, which may include documentation such as the LOA, Account Maintenance Request, and other relevant forms. Please copy ByAllAccounts on the e-mail request.

Step 3: Once completed, BBH will provide a confirmation to you and ByAllAccounts with your MORNINGSTAR RECIPIENT ID that is required to configure data in Morningstar.

Step 4: You should notify your 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.

Step 5: You will receive a username/ID from ByAllAccounts, along with a password. These typically come in two separate emails. Please provide the credentials to [email protected].