UBS Financial Services - Vestmark FTP (Separate 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 does not combine sleeves in a single account. It treats different sleeves as separate accounts. If you need sleeves combined, use the FI “UBS Financial Services – Vestmark FTP (Rolled-up 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