QUESTION

How do I set up a data feed from Bank of America/U.S. Trust?

ANSWER

To set up the data feed from Bank of America/U.S. Trust, the process consists of these steps:

1. The client should reach out to their Bank of America/U.S. Trust rep and request that Tamarac have access to their data, in the form of daily PortfolioCenter/Centerpiece compatible files. The client should also provide the custodian with the name of their Tamarac contact.

2. While the client is submitting the request, create a new folder in the FTP server in the FTPBOA folder. The folder name must match the client's Enterprise name in TamTerminal:
   
   

3. When the custodian contacts you, tell them the name of the directory you have created.

APPLIES TO

• Tamarac Services