What is the process to connect an Investment account?
Asora provides the ability to connect your investment accounts wherever possible to get a holistic view of your portfolios across multiple investment managers. Every manager has a distinct process to follow when connecting an account to Asora. Click on any of the links below to read about the connection process for the respective manager:
Goldman Sachs
In order to connect your accounts held with GS, you will need to get in touch with your Relationship Manager requesting to add your accounts to Asora's feed. The account owner will be required to sign the authorization form, a sample of which is attached below. Please make sure your contact at Asora is copied on the emails to your Relationship Manager at GS regarding the accounts to be connected.
Once signed, we expect the accounts to be available on Asora within 2-3 weeks.
Julius Baer Luxembourg
In order to connect your accounts held with JB Luxembourg, you will need to get in touch with your Relationship Manager requesting to add your accounts to Asora's feed. The account owner will be required to sign the authorization form, a sample of which is attached below. Please make sure your contact at Asora is copied on the emails to your Relationship Manager at JB Luxembourg regarding the accounts to be connected.
Once signed, we expect the accounts to be available on Asora within 2-3 weeks.
Julius Baer Zurich
In order to connect your accounts held with JB Zurich, you will need to get in touch with your Relationship Manager requesting to add your accounts to Asora's feed. Your RM will then share an authorization form to be signed by the account owner and sent back to the RM. Please make sure your contact at Asora is copied on the emails to your Relationship Manager at JB Zurich regarding the accounts to be connected.
Once signed, we expect the accounts to be available on Asora within 2-3 weeks.
UBS
In order to connect your accounts held with UBS, you will need to get in touch with your Relationship Manager requesting to add your accounts to Asora's feed. The account owner will be required to sign the authorization form, a sample of which is attached below. Please make sure your contact at Asora is copied on the emails to your Relationship Manager at UBS regarding the accounts to be connected.
Once signed, we expect the accounts to be available on Asora within 2-3 weeks.