Integration: First Clearing / Trade PMR
What integrating with First Clearing / TradePMR does for you
Integrating with First Clearing / TradePMR connects client accounts at First Clearing to RightCapital. Once integrated RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
How to set up your First Clearing / Trade PMR integration
To set up integration with First Clearing:
Complete a data release form at https://insight.tradepmr.com/technology/data-feeds
Email firstname.lastname@example.org with your rep code and a note that you've completed the data release form at Trade PMR.
- A member of RightCapital's Support team will reach out when the integration is complete.
Once the form is received, the integration process usually takes about a week to complete.
How to use the First Clearing / TradePMR integration
Once the integration is set up, link client accounts
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click +Link Account and select "First Clearing/Trade PMR" from the dropdown menu.
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.
This button only appears if an integration has already been established
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For additional assistance integrating First Clearing/Trade PMR to RightCapital please contact Support.