Bridge Financial Technology

Custodian Data Ingestion

Morningstar: Retrieving Historical Data Report (Global Account Performance Review)

Heldaway Accounts (Held-away) via Plaid integration: Clients Tab > Held Away Accounts

General guide to organizing and accessing client accounts and households. 

Overview and Shortcuts to navigating client data

How to organize and access account details

How to find accounts without fee structures and how to find accounts that are not assigned a billing group

Changing a Household or Account name once it's been created

Overview of how to remove accounts from Atlas

How to update the account type once created

Instructions on how to update your Manual Account Holdings balances

How to organize and access household details

Learning how to delete households in Atlas

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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