---
updatedAt: 2026-09-18T12:19:14.000Z
agentTools:
  projectIndex: https://developers.byallaccounts.morningstar.com/llms.txt
---

# UBS Financial Services - Vestmark FTP (Separate Sleeves)

FI ID: 109438

## Onboarding Instructions

### Feed access notes:

<Callout icon="🚧" theme="warn">
  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)](https://developers.byallaccounts.morningstar.com/docs/ubs-financial-services-vestmark-ftp-rolled-up-sleeves)”.
</Callout>

**Step 1:** Email **<SH-WMA-Platform-Migration2@ubs.com>** 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](https://www.byallaccounts.net/BAAWebApp/BAALogin.html) and aggregate accounts.

<HTMLBlock>{`
<details>
  <summary>Feed credential details</summary>
  <ul style="padding-top: 10px;">
    <li>Username: Provided by UBS Financial Services</li>
    <li>Password: Provided by UBS Financial Services</li>
  </ul>
</details>
`}</HTMLBlock>

<Callout icon="📘" theme="info">
  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](https://outreach.morningstar.com/i/4fjs009jWdvBhkP56PO6eNkx6Gh5TPMyV0vRwdd8McBhK4500nLTSsoNjA8zMoHD6LzPLUSSIGNbD8GcgdNhD93V252N69DKmfPLUSSIGNO2B7aAFcWGnCFqzBUnGBd9CK28PLUSSIGNz9uCikaHS?signature=none)
</Callout>