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FILE TRANSFER PROTOCOL (FTP)

FILE TRANSFER PROTOCOL (FTP). for PLATINUM ASSET DISCOVERY. TABLE OF CONTENTS. Slide 3 Summary of FTP Requirements Slide 4 FTP Login Screen Slide 5 Enter Your Account Folder Slide 6 Choose Search or Results Folder Slides 7 - 9 Steps to Upload a Search File

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FILE TRANSFER PROTOCOL (FTP)

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  1. FILE TRANSFER PROTOCOL(FTP) for PLATINUM ASSET DISCOVERY

  2. TABLE OF CONTENTS • Slide 3 Summary of FTP Requirements • Slide 4 FTP Login Screen • Slide 5 Enter Your Account Folder • Slide 6 Choose Search or Results Folder • Slides 7 - 9 Steps to Upload a Search File • Slide 10 Email Notification to Seize Assets • Slide 11 -13 How to Retrieve Results

  3. The following is an illustration of the File Transfer Protocol (FTP) process. Should you have any questions regarding this process please contact our office at 800 648-1914 ext. 901 and we will be happy to review it with you. A Platinum Asset Discovery Search is a manual process and cannot be uploaded through the Seize Assets website. You will need the following in order submit a search: An account on the Seize Assets secure FTP site.. The required Platinum Asset Discovery Excel Spreadsheet that has been provided to you by Seize Assets and is to be used as formatted. Seize Assets will place two folders in your FTP account: 1. SEARCH FOLDER for uploading search files 2. RESULTS FOLDER for retrieving result files When you are uploading files to be searched, you will open your SEARCHFOLDER, click the upload button and follow the instructions, pulling the file from where it is stored on your computer into your FTP SEARCH FOLDER. It is VERY IMPORTANT to click on the button above the Upload Files button that says: “Send email notifications when this upload finishes” This will notify us that you placed a file in your SEARCH FOLDER. You may also send an email to greg@seizeassets.com to let us know that a file is available to be searched. You will be notified by email that your results are available and to go to your FTP account to retrieve the results from your RESULTS FOLDER. Please use the following slides as a guide to using your FTP account. Thank you for choosing Seize Assets Platinum Asset Discovery. Process for a Platinum Asset Discovery Bank, Brokerage or POE Search

  4. TO RETRIEVE RESULTS • Follow the steps in slides 3 thru 5 and then do the following to retrieve the results for your searches

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