How to set up the Docupace integration


The Docupace platform offers tools for client onboarding, compensation management, document management, and surveillance and compliance.

The information sent to Docupace 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 Docupace integration for your firm.
  2. Our team will let Docupace know and coordinate on the tools you are using within their platform.
  3. Once the integration is enabled, our team will let you know. This can take a few business days.


For any additional questions, please reach out to