UBS Financial Services - Vestmark FTP (Rolled-up Sleeves)

Feed Personas: Financial Professionals

Onboarding Instructions

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Feed Prerequisites

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

This service combines all sleeves within an account.

For separate sleeves, please see “UBS Financial Services - Vestmark FTP (Separate Sleeves)”.

Step 1: This service requires your Vestmark FTP ID and password.

If you have Vestmark FTP credentials, skip to Step 3.
If you don’t have Vestmark FTP credentials, email [email protected] to request it.

Step 2: UBS will work with Vestmark to set up your FTP credentials and UBS sub-folder, and the credentials will be sent directly to you.

Step 3: Enter the credentials information provided by Vestmark in AccountView to aggregate accounts.

Feed credential details

Username: Provided by UBS Financial Services
Password: Provided by UBS Financial Services

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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