Portfolio Sync FAQs

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How much does it cost?
How soon can I get up and running?
Can I track my previous transactions?
Are there pre-made templates that connect with Portfolio Sync?
Will I be able to have custom templates made for me?
If I have securities that aren’t in YCharts, will they be displayed?
With ByAllAccounts, I have to pay a fee per account. Does the same apply to YCharts?
What if I use multiple custodians at my firm?
How often do the accounts update?
Will transactions re-invest in Mutual Fund portfolios?
Are my accounts safe in Portfolio Sync?




How much does it cost?

Please reach out to your account manager, whose information is located on the top right of this page, for pricing details or email support@ycharts.com.

How soon can I get up and running?

Depending on your custodian, this can take anywhere from 3-7 business days.

Can I track my previous transactions?

For most custodians, transaction history begins at the time of sync. In addition, transactions are limited to 2 years of history, if available.

Are there pre-made templates that connect with Portfolio Sync?

Portfolio-sync specific templates will be published to the website in April. However, we do have a few that are ready for use. Please reach out to your account manager to get a hold of these templates.

Will I be able to have custom templates made for me?

Yes, but because portfolios vary in complexity, it will be difficult to create a blank-canvas template. However, we will be able to modify certain templates.

If I have securities that aren’t in YCharts, will they be displayed?

Yes, you will be able to see other securities such as annuities, fixed income, and cash. The information available is limited to what your custodian provides. The data is brought in through ByAllAccounts and will reflect yesterday’s value.

With ByAllAccounts, I have to pay a fee per account. Does the same apply to YCharts?

No. With YCharts, there is a flat fee per YCharts subscription.

What if I use multiple custodians at my firm?

All functionality will be the same across custodians. Cross-integration of custodians is available. However, information may vary.

How often do the accounts update?

YCharts will update your clients’ accounts every two hours. However, updates may be limited by custodian availability. Holdings update with the frequency with which they do on YCharts.

Will transactions re-invest in Mutual Fund portfolios?

YCharts only displays reinvestments if your portfolio is signed up to reinvest dividends.

Are my accounts safe in Portfolio Sync?

YCharts makes efforts to protect all the data that comes into its systems. All data is encrypted before transmission or storage. Data here at YCharts is maintained with, “strong” encryption (SHA256withRSA). Additionally, YCharts can not access the actual account data unless given permission by you.

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