Stifel - Vestmark

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Feed access pre-requisites

Interested parties must have an existing relationship with both Stifel and Vestmark in order to be able to use this feed.

Onboarding Instructions

Step 1: Contact [email protected] to request access to Vestmark's FTP server.

Vestmark will assist with creating a new Vestmark FTP user ID and password.
Vestmark will create the new FTP ID and Stifel sub-folder and assign the credentials directly to you.
Note: ByAllAccounts is not involved in the credential assignment process.

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

Step 3: Enter your credentials in AccountView to complete the setup and begin aggregation.

Feed credential details

FTP ID: Provided by Stifel - Vestmark
Password: Provided by Stifel - Vestmark

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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