How to add and connect an investment account

Adding an investment account

Asora allows users to connect their investment accounts to enable an active data feed, where available. To add an investment account, follow the steps shown in the video below:

Connecting an investment account

Investment accounts are connected to asora via SFTP. To initiate the process, Asora's IT team is usually introduced to the relationship manager of the account holder at the investment firm to discuss the requirements of the connection. Please get in touch with us at support@asora.com if you would like to connect your investment accounts.