This document guides you through the release of information process with the Pontera custodian. Simply follow the described steps in order to authorize BridgeFT to access your accounts managed by Pontera

ROI Processing Timeline: 3 - 6 business days

Submission Method: via Pontera Service Email

Submit ROI Request

In order to initiate the data feed with Pontera you will need to submit a service request in Pontera Service Center.

Pontera will work with us on establishing the connection.

Then please share your Pontera user ID with us so we can confirm your mappings in our system.

Please include the following information in your service request submission:

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Subject: BridgeFT <> Pontera Data Feed

Please release rep code [detail all associated Pontera user IDs here] to BridgeFT.

If you have any questions, please reach out to [email protected] for assistance.

Best,

[Advisor Name]

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Please be sure to cc [email protected] on your submission.

Note: That when sending an advisor code it will be the Pontera User ID that your accounts will be linked to.