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LPL Financial data flows to Milemarker through Milemarker's managed data services team, which handles SFTP feed setup, mapping, and onboarding for affiliated advisors. Daily account, position, and transaction data lands in your warehouse on a managed cadence.
Overview.
LPL Financial data flows to Milemarker through Milemarker's managed data services team, which handles SFTP feed setup, mapping, and onboarding for affiliated advisors. Daily account, position, and transaction data lands in your warehouse on a managed cadence.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions, Holdings.
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