Wedbush - FTP Access
FI ID: 98115
Onboarding Instructions
Step 1: Advisors/Wealth Managers should contact their Wedbush representative to request getting setup with a new feed and FTP ID.
Step 2: Once the setup is complete, Wedbush will provide you with your FTP access credentials.
Step 3: Enter your Wedbush access credentials in AccountView and aggregate accounts.
Feed credential details
- Username: Provided by Wedbush
- Password: Provided by Wedbush
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