The attached spreadsheet provides you with all the necessary information to help you download custodian files in preparation for your import. This spreadsheet includes the following information for many of our custodian partners.
Note: if the custodian you want to download files for is not listed on this spreadsheet, please contact our Support line at: 866 215 2503.
Source
File Type
Description of File Types
Files Required for Initialization
Reconciliation Frequency
Cost Basis Availability
Cost Basis Reconciliation Files
Historical Files
Cash Type Used
Click here 
to access the Custodian
Download Information Spreadsheet.