ℹ️ Note
This integration will bring over investment account balances and cost basis. It does not include asset allocations, other financial objects, or household import.
Step 1: Initiate the Integration
- Select your profile in the top right side of the screen, then click Integrations.
- Click Add Integration.
- Select TradePMR from the window, then click Link.
- Carefully read the integration instructions, then click Activate Integration.
- Enter your username and password, select the designated picture for your account, then click Login.
- Enter your authentication code and click Submit.
Once the connection has been established, the integration status will show up as Active.
Step 2: Add Linked Accounts
- Go to your Households and select a household.
- Edit the household by clicking the pencil icon on the top right of your Dashboard.
- On the Assets page, click Add Linked Accounts.
- Select TradePMR as the source, scroll or search to find your household, select the accounts you'd like to link, then click Save.
⚠️ Important Note
TradePRM does not distinguish between users and accounts. Therefore, all accounts will be displayed under one ‘virtual’ household labeled ‘Uncategorized Household.’ You will have to open up the list under the 'Uncategorized Household' section to see and select the accounts.
Your linked accounts will all include an icon with the TradePMR logo.
➡️ Questions?
Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.