Contact your JPM RM to initiate the request
Your RM will forward the request to their IT team
You will be required to sign the Flexible Outward Bound Client Interface form to authorize JP Morgan to send your account data to Canopy
Please reach Canopy team and we'll provide you with the required information to complete the form
NOTE
Flexible Outward Bound Client Interface
Page 1: Server Details (to be provided by Canopy)
Pages 3-10: Transactions/Holdings/Pending FX Transactions/Client Master File (Custom Template to be provided by Canopy)
It is important that Pages 3-10 are filled in according to Canopy's Custom requirements so that the data received is complete, if not there will be insufficient information in the feed and cause cash/holdings breaks.
Sample email
To: JPM RM
Subject: Request for JPM outbound file feed to Canopy
Hi RM Name,
I would like to request for JPM outbound file feed for my JPM accounts to be delivered to Canopy. Please prepare the necessary forms for us to sign.
Thank you.