How to set up the Addepar integration Jun 18, 2024 1:43:22 PM Overview Addepar is a reporting tool that consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture, and offer better advice. The information sent to Addepar includes: Account information Positions Transactions Tax lots Enabling the integration You can set up this integration for your firm by taking the following steps: Log in to your advisor dashboard and navigate to Settings > Integrations. Select Addepar from the list and click Connect to Addepar. You will see confirmation that the integration has been enabled. Client account information and balances will be available in Addepar within one business day.