Creating SFTP ID

The following procedures illustrate the process to create a SFTP ID for an entity, account type and account. This function appears for users authorized by the firm's back office admin manager to create and manage SFTP IDs.

  1. From the My SFTP IDs screen, select Create SFTP ID.

  1. On the screen that appears, specify SFTP ID Details.
  • Account Details

  • Account Type: Select Clearing, Regulatory, Trade Repository, Billing Group, Owner Group, etc
  • Entity
  • Account Name: Up to 50 alphanumeric (A to Z, and 0 to 9) characters and unique at the entity
  • Authentication Details: Yes (specify SSH public key) or No (specify PGP public key)

See also: PGP Key Management for Emailed Reports