Riskalyze is integrated with TradePMR, allowing you to link your EarnWise contacts with Riskalyze client profiles and sync your custodial data to Riskalyze.
In This Article
- Setting up the Integration
- Choosing What to Sync
- Creating a Riskalyze Client Profile from a TradePMR Contact
- Linking an Existing Riskalyze Client to a TradePMR Contact
- Frequent Questions
Setting up the Integration
The first time you use TradePMR with Riskalyze you will need to establish the integration:
- Log in to Riskalyze and navigate to MENU -> Settings at the top right of your screen:
- Click on the INTEGRATIONS tab, then choose TradePMR from the list of options:
- Click CONNECT and enter your TradePMR EarnWise credentials.
The integration will now be established and ready to use!
Choosing What to Sync
After you've established the integration, you can choose what information gets synced from the Riskalyze Integration Settings page. From Riskalyze, go to MENU -> Settings -> Integrations -> TradePMR:
You can enable or disable:
- Pull Account Holdings: enables syncing custodial data from TradePMR into Riskalyze on a regular basis. Each time you log in to Riskalyze, you should see the client's up-to-date holdings in that client's active portfolio.
Creating a Riskalyze Client Profile from a TradePMR Contact
From your Riskalyze dashboard, click the + Add New Client button. Make sure the TradePMR card is checked. Begin typing the name of a client, and Riskalyze will populate matching client names for you to choose from. Click on the client name and then click the Add Client button and a profile will be created in Riskalyze.
Linking an Existing Riskalyze Client to a TradePMR Contact
If your Riskalyze and Fidelity accounts are integrated, and you already have a client profile in Riskalyze, open the client profile and click on the "Client Actions" button in the top right and then "Integrations".
From here, you can control which TradePMR contacts are linked to this Riskalyze client profile. If you link multiple TradePMR contacts, Riskalyze will sync and combine all of the holdings into one active portfolio.
Why do I get a message that "this contact is already linked"?
TradePMR contacts can only be linked to one Riskalyze client profile. You might see this message if: (a) the contact is linked to another client profile in your account, or (b) the contact is linked to a Riskalyze client profile in another advisor's account. If you use Riskalyze Data Sharing, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that contact linked to a Riskalyze client profile.
What if I have two Riskalyze client profiles and two TradePMR contacts, and I want them all together?
Choose which Riskalyze client profile you'd like to keep. Delete the other one. Then, open the remaining client profile, click "Client Actions" then "Integrations". There you will see the TradePMR icon, and be able to link the other TradePMR contact to that profile. The custodial holdings for both contacts will resync into the active portfolio in Riskalyze. Click Here for a step by step walkthrough.