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The TradePMR integration allows you to bring in data from TradePMR Fusion to Pre-meeting prep and AI Associate. You'll be able to view accounts, balances, positions, and tax lots, along with client and account group data.

Note: As TradePMR's account-opening APIs are not yet available, account opening is not included in the integration. Jump only reads data from TradePMR.

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In Jump, go to Profile &amp; settings &gt; User settings &gt; Integrations &gt; + Add an integration. ​

In the Custodian tab, select TradePMR and click Add integration. ​

A TradePMR login window will open. Sign in with your TradePMR credentials and grant Jump access. When the window closes you will see a confirmation banner in Jump and the TradePMR tile will show under your list of Active integrations.

1. In Jump, go to Profile &amp; settings &gt; User settings &gt; Integrations &gt; + Add an integration. ​
 Integrations button
 
2. In the Custodian tab, select TradePMR and click Add integration. ​
 Custodian panel 
 
3. A TradePMR login window will open. Sign in with your TradePMR credentials and grant Jump access. When the window closes you will see a confirmation banner in Jump and the TradePMR tile will show under your list of Active integrations.

Once connected, Jump can read from the following TradePMR data for Pre-meeting prep and AI Associate: 

- Accounts
- Balances
- Positions and Tax Lots
- Client and Account Group Data ​

<a href="https://help.jumpapp.com/en/articles/13146653-how-does-pre-meeting-prep-work-in-jump">How does pre-meeting prep work in Jump?</a>

- <a href="https://help.jumpapp.com/en/articles/13146653-how-does-pre-meeting-prep-work-in-jump">How does pre-meeting prep work in Jump?</a>

In Jump: click Help &gt; Chat with support.

Email: <a href="mailto:help@jumpapp.com" rel="nofollow noopener noreferrer" target="_blank">help@jumpapp.com</a>

- In Jump: click Help &gt; Chat with support.
- Email: <a href="mailto:help@jumpapp.com" rel="nofollow noopener noreferrer" target="_blank">help@jumpapp.com</a>

Learn how to connect TradePMR to Jump to bring client data into Pre-meeting prep and AI Associate.

TradePMR Integration

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TradePMR Integration

Why connect TradePMR to Jump?

How to connect to TradePMR

Using the TradePMR integration

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