Integrations

To view Schwab Advisor Center client accounts in Koyfin we first need a signed Schwab Data Access Agreement. Once activated you can setup and view Schwab data in Koyfin. Note that only current holdings will be retrieved from Schwab, not the transaction history. Note: Custodian integrations are available on the

Koyfin supports direct integration with Altruist. This guide outlines how to connect your Altruist account and import client data into the Client Portfolios. Note: Custodian integrations are available on the Advisor Core plan. Connecting more than one custodian is available on the Advisor Pro plan. 1. Connect Your Altruist AccountClick

You can integrate TradePMR with Koyfin to import client accounts directly into your Client Portfolios. Follow the steps below to set up the connection. Note: Custodian integrations are available on the Advisor Core plan. Connecting more than one custodian is available on the Advisor Pro plan. Getting Started: Activation ProcessStep

Koyfin supports direct integration with Black Diamond. This guide outlines how to connect your Black Diamond account and import client data into the Client Portfolios. Note: Portfolio management system integrations are available on the Advisor Pro plan. 1.  Connect Your Black Diamond AccountClick on the Profile icon in the top-right

Integrate Interactive Brokers (IBKR) with Koyfin to import IBKR accounts directly into your Client Portfolios. Follow the steps below to set up the connection. Note: Integrations in Koyfin are only available in Client Portfolios, which are part of the Advisor Core and Advisor Pro plans. Integrations are not currently supported

Koyfin supports direct integration with Orion. This guide outlines how to connect your Orion account and import client data into the Client Portfolios. Note: Portfolio management system integrations are available on the Advisor Pro plan. 1.  Connect Your Orion AccountClick on the Profile icon in the top-right corner and navigate

You can connect Fidelity to Koyfin to import client accounts into Client Portfolios and create reports and proposals. Follow the steps below to complete the setup. Note: Custodian integrations are available on the Advisor Core plan. Connecting more than one custodian is available on the Advisor Pro plan. How to

Koyfin supports direct integration with Addepar. This guide outlines how to connect your Addepar account and import client data into the Client Portfolios. Note: Portfolio management system integrations are available on the Advisor Pro plan. 1. Before you connect Addepar to KoyfinYour firm must grant you access to the Koyfin