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First Clearing, a Wells Fargo subsidiary, delivers SFTP-based account and position data to Milemarker for broker-dealer and RIA reporting. Automated file ingestion keeps holdings and transaction history current across your dashboards.
Overview.
First Clearing, a Wells Fargo subsidiary, delivers SFTP-based account and position data to Milemarker for broker-dealer and RIA reporting. Automated file ingestion keeps holdings and transaction history current across your dashboards.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions, Holdings.
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