Last updated: 2025-09-19
Investment Data Downloads - Introduction
SmartOffice's investment data download feature imports up-to-date client contact and investment data electronically from custodians and mutual fund companies. The following providers are currently supported:
| - Albridge (includes LPL and Osaic) - Broadridge/Investigo - Charles Schwab - DAZL - DST - Fidelity Clearing and Custody Solutions | - Folio Investing (FOLIOfn) - Orion - Pershing Sterling/InfoDirect - Raymond James - SEI - TCA by E\*TRADE |
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Important: Users are strongly encouraged to attend the free Introduction to Investments live training class before setting up investment data downloads. Register for the class.
Click a topic below for more information:
- Requirements
- Data Provider Information
- Setting up Data in SmartOffice
- Importing Data
- Data Matching Rules
- Reviewing Import Results