JPMorgan Access - SFTP

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Feed access pre-requisites

This service uses JPMorgan’s SFTP server to pick up scheduled reporting.

• Advisors will be requited to complete a Letter of Intent to Automate and a Questionnaire answering the following:
  • Transmission mechanism: PULL (from sftp://fts4.mfts.jpmchase.com/)
  • User ID/password: New User ID/password and Folder needed
  • Reporting: Customer will need to schedule reporting such as “Priced Positions with Equivalent Currency” and “Posted Transactions”. Customer should work with JPMorgan and BAA to determine what reports are needed.
• JPMorgan will assign a JPM technician to work with the advisor during the feed setup.
• JPMorgan will ask the Advisor to test the connection on a QA server before setting up the connection on the production server.
• The advisor will need to login manually to the JPMorgan website and select the Reports (detailed above) to be scheduled for automatic delivery to JPMorgan's SFTP server. The advisor should select transaction and holding reports to be configured in a single file for all accounts in CSV format for delivery everyday.
• Files get deleted after they are downloaded so accounts will fail the day they are created (but update overnight the next day). Manual retrieval of files should not be attempted for this reason.

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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