Portfolio Data Feeds

Truist Financial

Account	Format: NNNNNNN (7),NNNNNNNNNN (10)
Divisions/account types (supported)	Trust Estates, Guardian/Conservator, IRA, Trust, Agency, Custody, Endowments & Foundations, Retirement Services, Stock Transfer, Customer Common Funds, House Accounts, Shadow, Combined Accounts, Conversion Default (see account_types.xlsx attached)
Countries	United States

E-signature	No
Estimated time to onboard	1-2 weeks