Transmissions

Now that we have migrated your accounts to our platforms, it’s time to begin integrating your data transmissions services and server connectivity directly to JPMorganChase.

Please engage your technical team so they can prepare for upcoming transmission connectivity testing and updates. As you navigate this transition, start below—with the following FAQs.

Frequently asked questions

Outreach and Documentation

Who will be my point of contact for this integration?

If they haven’t already, one of our Client Coordinators will be reaching out to plan and execute your transition to direct connectivity.

I use a vendor to receive transmissions. How will I be impacted?

We’ll work directly with your vendor to integrate their transmissions connectivity and with you to gather the appropriate authorization documentation.

Is there any documentation required as part of this integration?

If you’re connecting directly to our platform, you’ll be required to sign a Security Administrator Designation Form (SADF) that identifies who within your company will become Security Administrators, or key submission contacts.

If you’re connecting through a vendor, you’ll be required to sign an Authorization for Vendor Access Form (VDF), attesting that a vendor has the right to transact on your behalf.

Who needs to sign the document?

The appropriate form(s) must be signed by you, or an authorized signer from your company.

Pre-Integration

Why is this happening now? Didn't the Memorial Day integration already happen?

The Memorial Day and Transmissions integrations are part of our two-step approach:

The first integration bridged the gap between our file transmissions platform and First Republic’s, so you could continue to exchange files seamlessly.

This final Transmissions integration will connect you directly to our platforms, removing First Republic’s involvement entirely.

What should I know about this integration before it starts?

We encourage you to bookmark this page. It outlines key considerations and details you should know about to best prepare for the integration.

How are my tech resources expected to help?

This integration will require your tech resources to help with the following:

Connecting to a new JPMorganChase URL

Firewall changes, as applicable

Exchanging new login information and security credentials

Application updates, as required, to meet our security standards

Connectivity testing

Transmissions Functionality

I have an existing JPMorganChase connection. Can I leverage that?

Yes. Engage with your relationship team—they can help add your First Republic accounts to your existing JPMorganChase transmission.

I also have an Access profile. Do I need to combine it with my transmission(s)?

No. you do not need to combine your transmissions(s) services with your JPMorgan Access Online services.

How is this different from my existing First Republic connection?

A secure connection via SFTP protocol with an SSH key is our standard.

If you’re not using a key to log in to your account, you may create one with your file transmission application or use a public resource (i.e., OpenSSH). Please raise this to your Connectivity Engineer once they are assigned.

Do I need to change anything in my files?

No, unless you use ACH.

If you send ACH files, you may be required to change the “Immediate Origin” in the file header and “Company ID” in the batch header. Your Technical Implementation resource will confirm your specific requirements.

Will my file names be changed?

No, file names will remain the same.

Can I add services and/or accounts during this integration?

At this time, only your connectivity will integrate to our platform.

To learn more about available account and service options, please contact your relationship team.

How does this impact my SWIFT reports?

SWIFT MT940 and SWIFT MT942 reports (via SFTP transmission protocol) will change connectivity during this integration.

Required connectivity changes to files exchanged using the SWIFTNet network (via FileAct protocol) have already been made.

Can I continue to use my First Republic directories?

If you initiate the connection to our platform, you will be given a new account and folder structure, along with new security credentials.

If we initiate the connection to send (push) files to you, the account and folder choice is yours to make, but you’ll be required to use our SSH host key.

How can I test my report?

Before the end of your integration, we’ll perform a connectivity test to ensure your new connection point is working properly.

Don't see your question here?

Please contact your relationship team for more information.

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