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Portfolio Data Feeds

DPL Financial Partners (DTCC)

    Last updated: 10-30-2025

    Account
    • Format: NNNNNNNN (8),XXXXNNNNN (9),XXXXXNNNNN (10),XXXXNNNNNNN (11)
    Divisions/account types (supported)
    • Retirement: IRA/401K/Variable Annuities; Other
    • United States
    Countries
    • Any product purchased through DPL Financial or transferred to Johnstone Brokerage services will be supported.
    Additional requirements
    • No