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How do I sync with a private investor portal?

Written by Martin

Don't worry! Even if we don't have a direct API to one of your investment platforms or portals, we offer what we call our VIP syncing service. You can read more about it here.

If your portal or fund isn't listed, search for it by name when you sync an account. If we don't find it, choose Request VIP sync, enter the fund's details, and we'll take care of the rest. You can also send us a message here with the name of the fund and its website.

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