How to set up the Addepar integration


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:

  1. Email and request to enable the Addepar integration for your firm.
  2. Our team will set up the integration for you and let Addepar know.
  3. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Addepar. This can take a few business days.


For any additional questions, please reach out to