![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 13 13" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="sr9FPkwO2-1614062256-linear-gradient" x1="0.49751243781094523" x2="0.5024875621890548" y1="0" y2="1"><stop offset="0" stop-color="rgb(61, 58, 74)"/><stop offset="1" stop-color="rgb(6, 3, 23)"/></linearGradient></defs><path d="M 6 0 L 6 1.608 C 9.025 1.377 11.26 0.44 12 0 L 12 2.268 L 10.89 4.413 L 12 5.485 L 12 7.712 C 10.258 8.801 7.274 9.238 6 9.32 L 6 7.712 C 2.778 7.943 0.657 8.88 0 9.32 L 0 1.608 C 1.677 0.52 4.699 0.082 6 0 Z M 2.178 2.928 L 2.178 6.186 C 2.945 5.966 4.784 5.518 6 5.485 L 6 7.135 C 6.795 7.038 8.614 6.763 9.534 6.434 L 8.466 5.073 L 9.534 3.217 C 8.712 3.409 6.855 3.786 6 3.753 L 6 2.227 C 5.329 2.241 3.625 2.4 2.178 2.928 Z" fill="url(%23sr9FPkwO2-1614062256-linear-gradient)" height="9.3204px" id="sr9FPkwO2" transform="translate(0.5 2)" width="12px"/></svg>)
Pershing, a BNY Mellon company, connects to Milemarker via SFTP to deliver account, position, transaction, and holdings data for broker-dealers and RIAs. Daily files are normalized and reconciled into your firm's data lake alongside every other custodian your firm runs.
Overview.
Pershing, a BNY Mellon company, connects to Milemarker via SFTP to deliver account, position, transaction, and holdings data for broker-dealers and RIAs. Daily files are normalized and reconciled into your firm's data lake alongside every other custodian your firm runs.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions, Holdings.
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