Oppenheimer STAR - Vestmark FTP

Feed Persona(s):** SMAs, UMAs

Onboarding Instructions

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Feed access pre-requisites

This service uses Vestmark's platform to obtain Oppenheimer SMA and UMA data.

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

Step 2: Once the setup is complete, Oppenheimer will provide you with your FTP access credentials.

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Step 3: Enter your Oppenheimer credentials in AccountView and aggregate accounts.

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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