Send a request to inform your RM that you would like to have a data feed connection established with Canopy.
Canopy will provide the necessary details to fill in on JB's online e-banking site - SFTP Service
JB will send you the client login details
Please forward the login details to Canopy to establish connection.
Sample email
Subject: Request for Julius Baer Data feed to be delivered to Canopy
Hi RM Name,
I would like to request for data feed for my JB accounts to be delivered to Canopy. Kindly advise on the necessary procedure or provide the forms to set this up.
Thank you.