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Integrations

Plaid

Clients use Plaid to authorize and connect accounts from institutions in an instant. With access to more than 8,000 US institutions, Addepar's integration with Plaid unlocks a clients’ ability to create a complete picture of their investment profile. This integration is currently in beta.

Last updated: 10-25-2023

Short-circuit the waiting game

  • Eliminate the custodial paper trail by having clients authorize and connect accounts directly through Plaid.

Anytime connections

  • Clients with access to Addepar mobile can connect new institutions at any time - keeping you up-to-date with their latest money moves.

Client-based monitoring

  • If a client changes their login or if an account is disconnected, they can easily update account connections in their Addepar mobile settings.