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After I apply for access to the web services LIVE environment as a data exchange provider, will my customers also need to apply for LIVE access for their individual accounts? Follow

No, customers that wish to have a web services provider manage their data should not apply for access to the LIVE environment for their own accounts. Customers grant web services providers permission to manage their data via the connection/sharing process within Portfolio Manager.

Only data exchange providers that have developed software that integrates with Portfolio Manager need to request LIVE access within their Account Settings in order to begin exchanging data. Once a data exchange provider’s account has been approved for LIVE access, they can begin exchanging data on behalf of customer accounts that have connected with their account through the connection/sharing process.

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