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Portfolio Data Feeds

Pontera

    Last updated: 06-28-2024

    Account
    • Format: NNNN-NNNNNN (11),NNNN-NNNNNNN (12)
    Divisions/account types (supported)
    • Retirement: IRA/401K/Variable Annuities
    Countries
    • United States
    Additional requirements
    • Requires an existing relationship with Pontera. Reach out to partnerships@pontera.com for more information.