Integrations
BNY | Pershing
Simplify your workflow by connecting directly to Pershing NetX360+ from portfolio views in Addepar.
Effortlessly navigate between platforms |
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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 GuideOpen 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.