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. Getting Started: Activation ProcessIntegrating your Schwab accounts

Koyfin supports direct integration with Altruist. This guide outlines how to connect your Altruist account and import client data into the Client Portfolios. 1. Connect Your Altruist AccountClick on the Profile icon in the top-right corner and navigate to the Integrations page.2. In the Altruist section, click Connect. You’

You can integrate TradePMR with Koyfin to import client accounts directly into your Client Portfolios. Follow the steps below to set up the connection. Getting Started: Activation ProcessStep 1: Request Access from TradePMRBefore you can import accounts into Koyfin, you need to request a data feed from TradePMR: Email datafeeds@

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. 1.  Connect Your Black Diamond AccountClick on the Profile icon in the top-right corner and navigate to the Integrations page.2. In the Black Diamond

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. 1.  Connect Your Orion AccountClick on the Profile icon in the top-right corner and navigate to the Integrations page.‌2. In the Orion section, click Connect. You’