# Stifel - Vestmark

Last updated 25 days ago

## Advisor Setup Instructions

1. This service uses Vestmark's platform to obtain Stifel Nicolaus SMA and UMA data. Interested parties MUST have a relationship with Stifel Nicolaus and Vestmark in order to be able to use this feed.

2. Advisors should contact [AOPM@Stifel.com](mailto:AOPM@Stifel.com) in order to get setup with a new FTP ID and Password for accessing Vestmark's FTP server, if they don't already have one.

3. Vestmark will create the new FTP ID and Stifel sub-folder and assign the credential directly to the advisor.

4. Once credentials are provided by Stifel, please provide these to [support@greenboard.com](mailto:support@greenboard.com) and we can get the feed connected.

**Note:** This process takes about a week.