Custodian Management

The Custodian Management section provides guidance on setting up and maintaining custodian connections within the platform. Custodians play a key role in ensuring smooth transaction flows, secure safekeeping of assets and seamless integration with external systems.

What you’ll find here

• API Connections – Learn how to connect with custodians such as IB (Interactive Brokers) via API for automated data flow.

• Custodian Creation – Step-by-step instructions for creating custodians in the platform and configuring their settings.

• Integration & Automation – Best practices for linking custodians with your workflows to streamline operations.

This section ensures you have everything you need to set up custodians efficiently, manage them effectively and automate related processes on the platform.