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Fidelity's SFTP integration with Milemarker delivers daily account, position, and transaction files to power consolidated reporting and performance analytics. As one of the most widely used custodians among RIAs, this integration is a foundational data source for Milemarker clients.
Overview.
Fidelity's SFTP integration with Milemarker delivers daily account, position, and transaction files to power consolidated reporting and performance analytics. As one of the most widely used custodians among RIAs, this integration is a foundational data source for Milemarker clients.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Holdings, Transactions, Performance, Cost Basis.
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