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
New data feed
To set up a brand-new data feed for UBS, please complete the Manager Download Agreement if your firm is an RIA in good standing with the SEC, or the PowerUser Download Agreement if you are not.
Add account to an existing data feed
To add accounts to a NEW or EXISTING feed, complete the Standard Data Sharing Authorization Agreement. Provide us with a list of accounts to be added.
important
UBS requires a wet signature.
Expectation of Completion
The turnaround time for data feed setup is one to to two weeks. If you wish to check the status of your request, please contact your Service Team.
Notes
UMP Autoclaim available: No. Please contact Tamarac Data Aggregation hen adding new accounts to your feed.
APPLIES TO
- Tamarac Reporting