Some of our directly integrated custodians accept ROI requests via e-mail from your Advisor. The average processing time for these custodians is 5 - 10 business days. However, this timeline can be impacted by missing or incorrect details sent by the Advisor.
To expedite the process, BridgeFT has implemented a new API that you can use to automatically generate and send all required emails, minimizing manual work and reducing the time needed to establish data feeds. Below is a list of custodians for whom the ROI process is automated in the WealthTech API platform:
- Interactive Brokers
- Pershing / Shareholders Service Group (SSG)
- Millennium Trust
- Eaglebrook Advisors
ROI API Guide
Please refer to the ROI API for Data Feed Authorization guide for all the details on how to use it to initiate release of information process for the custodians mentioned above.
Updated 3 months ago