Addepar data integrations through Plaid
By connecting accounts to Plaid, clients and their advisors can more easily connect financial institutions, and other data providers, advisors, and their clients can capture a complete investment profile in Addepar. Access to this financial data makes it easier to ask questions, assess trends, discover opportunities, and drive decisions that shape a client’s financial future.
Data types
Connected accounts and institutions give your wealth management provider access to the following data in Addepar:
Account and balance info
May include account details such as account name, type, description, balances, and account numbers.
Contact details
May include account owner name, email phone, and address.
Transaction data
May include date of transactions, value, transaction type (deposit or withdrawals), and transaction comments.