Data Feeds
Goldman Sachs Advisor Solutions / Folio
Folio Investments conducts custody, clearing and certain brokerage business under the Goldman Sachs Custody Solutions name.
All brokers
Feed details unverified
Public developer documentation describes custody data extracts for third-party integrations. This does not establish employee-monitoring authorization or a named compliance recipient.
Typical setup
- Confirm the employee accounts in scope, the applicable consent requirements and who may act for your firm.
- Ask the broker about its monitoring enrollment and delivery options for your chosen compliance platform.
- Complete the broker’s required authorization and establish appropriate employer portal access.
- Link the authorized accounts and agree how account identifiers will be matched to employees in your platform.
- Reconcile the first usable delivery against the expected accounts and data coverage; investigate missing or unmatched records.
- Assign ongoing ownership for account additions, departures, failed deliveries and periodic reconciliation.
Community tips & common issues
Reviewed member experiences, not broker instructions or guaranteed service times.
No published tips yet.