Arch

Arch Integration Guides

This guide walks through linking your Arch account to your Addepar account in order for updates to be pushed from Arch to Addepar via API

How to set up Arch / Addepar Integration - Onboarding

In this article, you will learn how to view and edit the current mapping of your Arch holdings to your Addepar holdings.

Editing an Addepar Mapping in Arch

In this article, you will learn how to view your Addepar Transaction page which provides a view into all updates pushed from Arch to Addepar

Addepar Integration Page

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

How to view your Arch / Addepar integration mappings

This article outlines the data points that Arch can push to your Addepar instance

Addepar Transaction Guide

In this article you will learn how to add Addepar Direct Owner and Entity IDs through the Unmapped Holdings tab

Adding Addepar Mappings through the Unmapped Holdings Table

Addepar Integration Guide

In this article, you will learn how to view your Black Diamond page which provides a view into all holdings on Arch mapped to Black Diamond

Black Diamond Integration Page

In this article you will learn how to add Black Diamond Account Numbers and Symbols on the Arch portal

Adding Black Diamond Mappings

In this article you will learn how to export Black Diamond reports directly from the Arch portal

Black Diamond Self Serve Exports

Black Diamond Integration Guide

In this article, you will learn how to navigate the DocuSign Partners Integration page

DocuSign Partner Integration Page

Docusign Integration Guide

In this article, you will learn how to navigate the Orion Partner Integration page

Orion Partner Integration Page

Orion Integration Guide

In this article, you will learn how to navigate the Custom Integration/Exports page

Custom Integration/Exports

Arch's guide to our custom integrations/exports

Other Integrations & Custom Exports

arch.co

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.