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TradePMR Integration

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

Written by Kyle Copier

Who can connect to TradePMR?

  • All Full users

  • All Lite users


The TradePMR integration allows you to bring in data from TradePMR Fusion to Pre-meeting prep and AI Associate. Users on both Jump and TradePMR will 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.

How to connect to TradePMR

  1. In Jump, go to Profile & settings > User settings > Integrations > + Add an integration.
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  2. In the Custodian tab, select TradePMR and click Add integration.
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  3. A TradePMR login window will open.

  4. Sign in with your TradePMR credentials and grant Jump access.

  5. When the window closes you will see a confirmation banner in Jump and the TradePMR tile will show under your list of Active integrations.

What you can do with the TradePMR integration today

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
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Need more help?

  • In Jump: click Help > Chat with support.

  • Or email support through your normal Jump support channel.

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