Upload portfolio files from Advyzon into YCharts to streamline proposal creation, enhance reports, and uncover portfolio insights.
Activate the Workflow
Deactivate the Workflow
Troubleshooting
Frequently Asked Questions
Activation
Go to YCharts and open Integrations. In the same row as Advyzon, and toggle on Activate.
Once you have clicked on Activate, you should see a module that gives you instructions on how to connect your account positions:
Once you have successfully uploaded your file, you will be returned back to the YCharts Integrations page, where you will see your Advyzon account positions have been activated:
You are now ready to start using the Advyzon and YCharts file upload workflow. You can go to your portfolios menu by hovering over Tools, and clicking on Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose Advyzon from the menu:
Deactivation
Go to YCharts and open Integrations. Next to Advyzon, click Manage > Deactivate. Existing Advyzon data will remain in YCharts, but you will no longer be able to import additional portfolio data.
Note: YCharts does not store any login credentials or additional account information from Advyzon.
Troubleshooting
There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.
Error: The selected item(s) do not have any holdings.
This error appears when you attempt to import entities that do not have holdings.
To resolve this issue:
- Try importing another type of entity.
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If you believe the holdings have not properly imported, reach out to YCharts support.
Frequently Asked Questions
- Can I import cost basis data from Advyzon?
- Yes, cost basis information cannot be pulled in from Advyzon.
- If I make changes in Advyzon, will those automatically update in YCharts?
- No, by default any changes made in Advyzon will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.