Overview

When your end client is working with a broker dealer or RIA that custodies with Pershing, the release of data from Pershing requires the SFG Consumer (Client or Vendor) Transmission Request Questionnaire to authorize and configure the data transmission.

Because BridgeFT is the technical consumer of the files on your behalf, BridgeFT must fill out the form directly. Once completed, we return the form to you so you can hand it off to your client for submission to Pershing. This page walks through exactly what to do.

Process Steps

Step 1 — Open a Jira Service Management ticket

Submit a request to the BridgeFT Production Support team through the Jira Service Management Portal: https://bridge-ft.atlassian.net/servicedesk.

In your ticket, include the following:

• Firm name — the name of the broker dealer or RIA firm you are onboarding.
• A brief note that you are requesting the SFG Consumer (Client or Vendor) Transmission Request Form for Pershing.

Step 2 — BridgeFT completes the form

Once we receive your ticket, the Production Support team fills out the SFG Consumer Transmission Request Questionnaire on your behalf. This includes the technical configuration needed for BridgeFT to receive files from Pershing (consumer details, file transfer method, encryption settings, file list, and related specifications).

You are not expected to complete any technical portion of the form. If we need any additional information from you to complete a field, we will request it through the same Jira ticket.

Step 3 — BridgeFT returns the completed form to you

When the form is complete, we attach it to the Jira ticket and resolve the request. You can then download the completed questionnaire directly from the ticket.

Step 4 — Hand the form to your client for Pershing submission

Provide the completed form to your client. Your client is responsible for submitting it to Pershing through their established Pershing point of contact or relationship manager. Pershing does not accept this form directly from BridgeFT.

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ROI Processing Timeline: 5 - 10 business days