Skip to main content

How to view your Arch / Addepar integration mappings

In this article, you will learn how to view your Addepar Owned and Owner Entity ID mapped to your investments in Arch.

Updated over a year ago

Please follow the steps below to add your Addepar Owned and Owner Entity IDs to your Arch Holdings page. This will allow you to see how your Arch holdings are mapped to your Addepar holdings.

  1. Navigate to the Holdings tab on the left-hand side of your Arch Portal

  2. Select the three dots in the upper right-hand corner of your holdings table, and then select the "Edit Columns" option

  3. Add “Addepar Entity ID” and “Addepar Direct Owner ID." You also have the ability to add a column that will include the "Addepar Entity Name."

Once selected, these columns will be visible on your holdings page view until unselected.

Did this answer your question?