Integrations
Coinbase Integration
Connect your Coinbase account to Addepar to view your crypto assets alongside the rest of your wealth portfolio. This integration is currently in beta.
See the complete picture of your clients’ investments |
|
|---|---|
Seamlessly connect to Coinbase |
|
Authentication |
|
|---|---|
Capabilities |
|
Frequency |
|
Transmission type |
|
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
Getting started
The following instructions are for firms to prepare the Coinbase integration. Instructions for clients to connect their accounts can be found in the Resources tab.
1
Ask your client to connect
Share instructions with your client so they can connect their Coinbase account with Addepar Mobile.
2
Monitor recent connections
Recently connected accounts will appear in Addepar Account Management. Once the data arrives, assign an account owner - you should be all set!
Which crypto assets types are supported in Addepar?
Addepar supports all crypto asset types.
What considerations are given to crypto vaults?
Since Crypto vaults are primarily a security mechanism and do not impact value or performance, we do not monitor movement in and out of vaults.
- Step-by-step client guide to connecting Coinbase accounts
- All beta features described herein are provided "as is" and "as available" with no warranty or guarantee of functionality and may be modified or removed at any time by Addepar. This document is confidential to Addepar. You must not disclose or permit access to this documentation to any third party (except as permitted in your Agreement with Addepar) without the prior written consent of Addepar.