UBS Financial Services - Vestmark FTP (Separate 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 does not combine sleeves. Each sleeve is reported as a separate account.

If you need sleeves combined, please see “UBS Financial Services – Vestmark FTP (Rolled-up 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 them.

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 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