Note

Estimated time for setup: 1-2 weeks

Instructions

Goldman Sachs has two different types of feeds available, depending on the type of account. Instructions for both types can be found below. If you are not sure which is meant for your accounts, please reach out to Goldman Sachs directly for confirmation.

Goldman Sachs PWM Data Feed instructions

The Data Aggregation team will provide the firm with a Goldman Sachs LOA form which should be signed by the end client (investor) and firm.

Title of Account: How the account is named at the custodian.

Account Number: Custodial account number.

Authorized Signatory: End client signature, name and date (bottom of LOA).

Third Party: Firm Name.

Note

If multiple accounts have the same account name and authorized signatory, you can add see attached to the Account Number field on the first page and then attach a list of account numbers signed by the authorized signatory (printed name & signature).

If you are linking accounts using an EA0 number, please provide your service team with the full account numbers.

Please notify the Tamarac Data Aggregation team once the LOA has been approved by Goldman Sachs so the feed-linking process can be completed on our end.

Please forward the email with your 4-digit code to the ticket you have open with the Tamarac Data Aggregation team.

Notes from Tamarac

Goldman Sachs PWM Contact: gs-pwm-external-feed-requests@ny.email.gs.com

UMP Auto-claim available: No. Please reach out to the Data Aggregation Team if adding new accounts to your feed.

Goldman Sachs Advisor Solutions (GSAS) Data Feed Instructions

  1. Send an email to the Goldman Sachs Advisor Solutions team (gs-custodysolutions@gs.com) to request a data feed be set up. The Subject line of the email should say Attn: Data Feeds.

  2. Once the request is received, the Goldman Sachs service team will provide your firm with a Data Share Authorization form that should be signed by your firm. The feed can be established for the entire firm, specific Branch Code or specific advisor username.The Goldman Sachs service team will notify Tamarac of the new Firm Routing Code once the data feed is enabled.

  3. Notify the Tamarac Data Aggregation ticket as soon as your request is approved so the feed-linking process can be completed on our end

Notes from Tamarac

Goldman Sachs GSAS Contact: gs-custodysolutions@gs.com

UMP Auto-claim available: Yes, future accounts should automatically post once the initial feed is created. Please reach out to the Data Aggregation Team if the expected accounts are not visible after three business days of being added to the feed.

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