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: 06-26-2023
Short-circuit the waiting game
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
Before connecting accounts with Plaid, contact an Addepar representative to enable the integration for your firm. The following instructions are for advisors when onboarding accounts through Plaid. Instructions for clients to connect their accounts can be found in the Resources tab.
Share instructions with your client
Give your client instructions to connect their accounts with Plaid. See the resources tab for a step-by-step client guide.
Monitor recent connections
Recently connected accounts will appear in Addepar Account Management the following day. Once the data arrives, assign an account owner - you should be all set!
- Step-by-step client guide to connecting accounts with Plaid
- 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.