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 Process
Step 1: Request Access from TradePMR
Before you can import accounts into Koyfin, you need to request a data feed from TradePMR:
- Email datafeeds@tradepmr.com and request to be added to the Koyfin direct feed.
- In your email, include your branch code(s) or rep code(s).
- TradePMR may require you to complete a Data Feed Authorization Form (provided by them if needed).
- TradePMR may request a list of specific accounts to verify eligibility.
- Depending on your current agreements, client signatures may also be required.
Step 2: Notify Koyfin
After you’ve submitted the data feed request:
- Email help@koyfin.com with your branch/rep code and confirm that you have completed the TradePMR data release process.
- Our Support team will monitor the connection process.
Step 3: Confirmation and Activation
- TradePMR will confirm the setup with both you and Koyfin once the feed is active.
- A Koyfin Support team member will reach out once your integration setup is complete.
Importing Client Accounts into Koyfin
Once your integration is active:
- Go to the Client Portfolio page and click + Add New → Portfolio
2. In the portfolio creation window, choose TradePMR as the custodian.
3. Select the account(s) you want to import and click Import.
After Importing
- All imported accounts are grouped into a new Untitled Portfolio.
- The portfolio is placed under No Household by default.
- Each import creates a separate untitled portfolio.
- To organize the portfolio:
- Rename the portfolio and accounts if needed.
- Reassign a portfolio or account by hovering over the row, clicking the ⋯ menu, and selecting Move to.