StratiFi & Goldman Sachs Integration
Setting up integration between StratiFi and Goldman Sachs
Step 1: Obtain Routing Code
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To enable the integration, you need to obtain a routing code.
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This involves sending an email to the Goldman Sachs service team.
Step 2: Send Authorization Email
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Email the GSAS service team at the gs-custodysolutions@gs.com
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In your message, authorize them to send data associated with your firm to StratiFi, and to send firm name and routing code to support@stratifi.com
Step 3: Complete Advisor Actions
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After sending the email, there are no additional actions that the advisor needs to complete on their end.