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RBC Correspondent Services provides SFTP-based custody and clearing data to Milemarker for broker-dealers and independent advisors. Account, position, and transaction records are ingested and normalized for consolidated reporting.
Overview.
RBC Correspondent Services provides SFTP-based custody and clearing data to Milemarker for broker-dealers and independent advisors. Account, position, and transaction records are ingested and normalized for consolidated reporting.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions, Holdings.
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