Janney Montgomery Scott LLC.

Feed access personas: Financial Professionals

Onboarding Instructions

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Feed access pre-requisites
This service uses Vestmark's platform to obtain Janney Montgomery SMA and UMA data.

Step 1: Contact your Janney Client Services Manager and request to be set up with a new FTP ID for accessing data on the Vestmark's server.

Janney will work with Vestmark to establish your FTP credentials.

Step 2: Once the setup is complete, Janney Montgomery Scott will provide your FTP access credentials.

Step 3: Enter your Janney Montgomery Scott access credentials in AccountView and aggregate accounts.

Feed credential details

FTP ID: Provided by Janney Montgomery Scott LLC
Password: Provided by Janney Montgomery Scott LLC

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds