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Home Overview Resources Exchange Agreements

Exchange Agreements

FactSet provides our clients with real-time security pricing data from the following exchange sources. To access real-time data via FactSet, clients must complete the appropriate Exchange Subscriber Agreement attached below, listing FactSet Research Systems as the requested vendor. These agreement forms can be faxed to FactSet for immediate processing, but you must also mail the original forms with the signature to meet the record keeping requirements defined by the various exchanges.

Please return the subscriber agreements to your FactSet salesperson, or fax or e-mail them to FactSet's ExchangeAdmin group at 203.810.3009 or exchangeadmin@factset.com.

These forms are in Adobe Acrobat format. If you don't have the Acrobat Reader installed, you can download it from the Adobe Web site: Get Acrobat Reader.

Exchange Agreements

FINRA TRACE

FINRA TRACE Data Subscriber Agreement for Real Time Access

U.S. Futures Exchanges

Uniform Subscriber Addendum for receipt of CBOE Futures, CBOT, CME, COMEX, DME ICE Futures, NYMEX and/or ICE Futures U.S.

International Exchanges

FactSet License Agreement Market Supplier Data Schedule is required prior to the receipt of Real-Time Global Exchange market data from Asian, Canadian, European (FTSE, Tullet Prebon, etc.) Middle Eastern, South American, and U.S. (Dow Jones and MSCI) exchanges

NASDAQ OMX

The Nasdaq Stock Market, Inc. ("NASDAQ")
Consolidated Subscriber Agreement

Note: OMX(Nordic) is now part of NASDAQ and requires the NASDAQ OMX agreement to be activated.

NYSE

Authorization to provide Network A Market Data to Subscribers through Controlled Devices (includes AMEX)

OPRA

Professional Subscriber Agreement for the Options Price Reporting Authority (OPRA) which includes options and index data from the following participating exchanges:  AMEX, BATS, BSE, CBOE, ISE, NASDAQ, NYSE Arca, PHLX

Pink OTC Markets

Pink OTC Markets Subscriber Agreement for Real-Time Access

Toronto Exchange Data Current & Historical

The MCLA (Master Client Licence Agreement) is required prior to activating Toronto Exchange Data Current and Toronto Exchange Data Historical - Only if the MCLA has not been signed will the Terms and Conditions Agreement be accepted

Third-Party Addendums

NYSE Addendum

NYSE Third-Party Billing Addendum

NYFIX Agreement

NYFIX Advertised Trades Agreement

Mail your signed agreements to:

FactSet Research Systems Inc.
Attn: Exchange Admin - Exchange Agreements
601 Merritt 7
Norwalk, CT 06851

 
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