Pershing feeds are established directly between BridgeFT and your Broker Dealer. All our team needs in order to begin is an introductory email to your Broker Dealer and Bridge Support to give your permission to initiate the process.

Please complete the following instructions:

Send an email to your Broker Dealer and copy support@bridgeft.com. Feel free to use the template detailed below:

Subject Line: BridgeFT <> [Partner Integration Firm] - Please initiate Pershing Data Feed

Hi [Broker Dealer Rep],

I’m hoping to initiate a data feed with Bridge Financial Technology in order to gain access to my account data via their integration with [Partner Integration Firm].

I’ve copied their support team to aid in this process.

Please let me know if you need additional information to move forward.

Thank you,

[Advisor Name]