Simplify your workflow
Create operational efficiency
Required access level
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 Guide
Open a portfolio view
Select any portfolio with a Pershing account and click View Account. Copy the Addepar ID.
Send your Addepar ID to Pershing Client Service Professional
Connect with your Pershing Client Service Professional or Entitlement Management system administrator for next steps.