QUESTION

How do I set up a data feed for UBS?

ANSWER

Tamarac Services often assists clients with requests to enable a particular custodian data feed.

Instructions

To set up the custodian data feed for UBS, complete the Standard Data Sharing Authorization agreement and return it to your UBS representative.

Expectation of Completion

The turnaround time for data feed setup can be up to seven business days. If you wish to check the status of your request, please contact your Service Team.

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