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

Onboarding Instructions

Feed access notes:

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This service uses Vestmark's FTP platform to obtain UBS SMA and UMA data.
This service combines data for all sleeves within the account. If you need separate sleeves gathered use the FI “UBS Financial Services – Vestmark FTP (Separate Sleeves)”.

Step 1: Email [email protected] to set up the Morningstar ByAllAccounts feed via a new FTP login.

Step 2: Vestmark will create the new FTP ID and UBS sub-folder and assign the credential directly to the advisor.

Step 3: Enter the credential provided by Vestmark in AccountView and 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