Integrations
BNY Mellon | Pershing
Simplify your workflow by connecting directly to accounts in NetX360+ from portfolio views in Addepar.
Simplify your workflow |
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Create operational efficiency |
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Authentication |
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Capabilities |
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Required access level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide1
Open a portfolio view
Select any portfolio with a Pershing account and click View Account. Copy the Addepar ID.
2
Send your Addepar ID to Pershing Client Service Professional
Connect with your Pershing Client Service Professional or Entitlement Management system administrator for next steps.