QUESTION

How do I set up a data feed from Pacific Life?

ANSWER

Tamarac Services often assists clients with requests to enable a particular custodian data feed. To set up the Pacific Life data feed, follow these steps:

Instructions

  1. Contact the Pacific Life Team by sending an email to integrations@pacificlife.com with the following:

    • Firm Name:

    • Firm CRD #:

    • Contract #:

    • If you would like the data to be set up at the ADVISOR level or FIRM level.

      • Cannot be both the ADVISOR level “and” FIRM level or it will duplicate (double) the values

    • **Pacific Life needs at least 1 contract number in order to set up the data feed to Tamarac. If your first contract is pending, please mention that in the email.

  2. Pacific Life will add the data feeds to be sent to Tamarac.

  3. Pacific Life will also contact Tamarac with the unique identifier.

  4. Please provide us with a full list of the account numbers to be added to this feed.
    This process can take 1-2 weeks to fully complete.

Sample Email

Email: integrations@pacificlife.com

[Subject Line]: Envestnet Tamarac Feed for {Firm Name}

[Email Content]

Hello Pacific Life Team,

Can you please add these accounts for our firm to the Envestnet feed and provide our firm ID?  Please see our Firm Name , CRD # and Contract # below. We would like to have the data be set up at the (ADVISOR or FIRM ) Level.

If you could please let me know when this has been completed, it would be greatly appreciated. Let me know if you have any questions.

Regards,

Your Name

Note

Pacific Life contact: integrations@pacificlife.com
Estimated time for setup: 1-2 weeks
UMP Autoclaim available: No, your firm will need to reach out as new accounts are added onto the feed to have them claimed to your firm. Please reach out to the Data Aggregation Team with the new account numbers as they are added onto the feed.

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