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Broadridge Integration

The Portfolio holdings integration between Broadridge and YCharts allows you to import any client portfolios into YCharts to analyze, chart, and present your portfolio.

Activate the Integration

Deactivate the Integration

Troubleshooting

Frequently Asked Questions

 

Activation

To set up your integration in your YCharts account, please first login to your Broadridge account and navigate to the "Administration" tab and under the "Profiles" section, click on "Edit".

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Navigate to the "API Keys" tab to view the Public & Private Keys.

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Head to the YCharts Integrations page and toggle on the Broadridge Integration.

Enter in the Public and Private keys and select "Log In to Broadridge". 

You are now ready to start using the Broadridge and YCharts Portfolios Integration. You can go to your model portfolios menu by hovering over tools, and clicking on Model Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose Broadridge from the menu.

 

Deactivation

Go to YCharts and open Integrations. Next to Broadridge, click Manage > Deactivate. Existing Broadridge 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 Broadridge. 

 

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: Check that the integration is active

If you’re seeing this message, it is possible the integration was not properly activated, or there is an issue with the connection. 

To resolve this issue: 

  • Navigate to Integrations within YCharts and check to see if the status is ‘Active.’ If the status is ‘Inactive’, click Manage > Activate, and sign in to Broadridge. 

  • If you see this message and the status is ‘Active’, try deactivating the integration and then activating again. You will not lose any existing portfolio data. 

 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. 

  • If you believe the holdings have not properly imported, reach out to YCharts support.

 

Frequently Asked Questions

  • Can I import cost basis data from Broadridge?
    • Yes,  cost basis information can be pulled in from the Broadridge integration. 
  • Is there a video available demonstrating the activation process?
    • Yes, you can view the activation walkthrough here.
  • If I make changes in Broadridge, will those automatically update in YCharts?
    • No, by default any changes made in Broadridge 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.