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      How to set up the Addepar Integration

      Learn how to set up the Addepar Integration on the YourStake platform

      Introduction

      YourStake integrates with Addepar to allow you to easily generate reports on client portfolios that are aggregated in the Addepar system. Connecting YourStake to Addepar takes just a few minutes and will give you access to all clients from Addepar within the YourStake advisor dashboard.

      Getting Connected

      1. Log in to YourStake
      2. Visit the Addepar connection page within the Advisor Dashboard: https://www.yourstake.org/brokerage/addepar/
      3. Click the blue Connect button to begin.
      4. You'll be redirected to Addepar and asked to log in.
      5. After logging into Addepar, you'll be redirected to the YourStake Advisor Dashboard
      6. That's it! Your Addepar clients' holdings will synchronize to the YourStake dashboard overnight and be available the next day.

      After You're Connected

      Once you've connected your account and waited overnight for the information to transfer, you'll be able to find your Addepar clients in the YourStake Advisor Dashboard. Within the dashboard, visit Prospects & Portfolios, then click the Clients tab at the top. In the list, note that clients synced from Addepar are denoted in a grey box:

      You can generate impact reports, fill out the questionnaire and otherwise interact with these clients as you would any other portfolio in the YourStake dashboard.

      Steps to create an Addepar group to limit the clients imported into YourStake

       

      Go to your Addepar account

       

      Locate the Groups button on the left sidebar

       





      • Click the “+” button outlined in red
      • This will open a form to create a new group
      • Complete the form by adding a new group name
        • Make sure the group name has “YourStake” or “yourstake” in the name
        • This is how we identify which group to use.
      • select the clients you want to include

       

      Remember that this will limit the clients that YourStake will be able to import

       

      Click the “Create” button outlined above

      The form will close and you will be redirected to the newly created group page

       

      YourStake will only import the clients included in this group.

       

      • Any group updates will be automatically reflected in the next YourStake sync.
        • If you add or remove clients from the group you should see the changes within then next sync period
      • Deleting the group will cause the integration to default to a full sync.

      Disconnecting

      If you not longer want to have your Addepar clients sync to YourStake, we can remove the integration for you at any time. Please contact us and we'll take care of it for you.