Connect Custodian Data Feeds
In order for AdviceCloud to import and display your clients' investment account information, we first need to connect your custodian account data to AdviceCloud. You will need to follow the instructions linked below in order to connect your custodian master accounts to AdviceCloud's custody data provider, BridgeFT.
This process takes approximately 5–10 business days. You will not have access to investment accounts in AdviceCloud until this data connection is finalized.
Data Feed Instructions by Custodian
Manual Data Feed Connections
Several custodians require advisors to set up a data feed connection to other applications themselves through those custodians' online tools. The following are links to instructions on how to set up data feed connections for those custodians.
Automatic Data Feed Connections
Some custodians support an automated data feed connection process that works by sending a connection request notification via email or their advisor web portals. Connecting these custodians' data feeds is as simple as following the instructions on the connection notification once you receive it. The following custodians support automatic data feed connections:
- Interactive Brokers
- BNY Mellon Pershing