Order and access your clearing supplement files
The Clearing supplement file is available on request. To start the setup, contact your Cleverbridge representative and specify which delivery method you want to use.
Requesting a clearing supplement file
When submitting your request, include:
- your preferred delivery method,
- the client account or legal entity the file should be configured for, and
- any relevant technical details needed for the setup.
Available access methods
You can access the clearing supplement file using one of the following methods:
- SFTP access: A simple, secure file transfer setup to download files manually or through basic scheduled jobs.
- AWS S3 access: Best for clients who already use AWS and want to integrate the files directly into automated cloud-based data pipelines.
Choose the method that best matches your internal processes, security requirements, and integration landscape. If you are unsure which method to use, contact your Cleverbridge representative.
- SFTP access
- AWS access
SFTP access uses SSH key-based authentication.
Step 1: Generate and share your public SSH key
- Generate an SSH public/private key pair if you do not already have one.
- Send your public key to your Cleverbridge contact.
- Cleverbridge will configure access to your folder using your public key.
For background and security guidance, see Additional SFTP security (SSH keys).
Step 2: Receive your SSH access details
After the setup is complete, you will receive the connection details required for your SFTP client, such as the host, username, and port.
Step 3: Access data
- Connect to the SFTP server using your private key.
- Open your assigned folder.
- Download or process the files you need.
AWS S3 access
AWS S3 access is available for clients who prefer to retrieve the clearing supplement file through AWS-based integration. In order to access the clearing supplement file via AWS:
- Create or identify an AWS IAM role in your AWS account with the required permissions and share it with Cleverbridge.
- Obtain the name of the Amazon S3 bucket from Cleverbridge.
- Use your AWS role (from step 1) to access the configured bucket (from step 2).
- Navigate to the location where your files are provided.
- Download or process the files you need.