First Clearing / TradePMR - RightCapital Help Center

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 / TradePMR integration

If your integration is through TradePMR:

Complete a data release form at https://insight2.tradepmr.com/establishing-a-data-feed-to-a-third-party

Email support@rightcapital.com with your rep code and a note that you've completed the data release form at TradePMR.

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.

If your integration is not through TradePMR:

Reach out to your broker dealer’s IT support team and share that you'd like to set up an integration with RightCapital. Your broker dealer will send a formal request to First Clearing to add your rep codes to the data feed.

Once a request has been made, send us an email at support@rightcapital.com with your rep code.

A member of RightCapital's Support team will reach out when the integration is complete.

How to use the First Clearing / TradePMR integration

Once the integration is set up, link client accounts

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.

This button only appears if an integration has already been established

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.