Custodian Connect™ API

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You've worked hard to tailor your online client experience to your offering. We don't want to change that. But if you're looking to extend your reach and give clients the option to invest through an IRA, you need a custodian with alternative asset expertise.

That's where we come in. Pacific Premier Trust provides you with alternative asset custodian expertise, developed over years of service, but also with an understanding that your brand and client experience is paramount. That's why Custodian Connect is designed to integrate with your online investment platform — optimizing your reach while minimizing disruption to your client experience.

Reach More Investors

Tap into the multi-trillion-dollar IRA market by offering your investors the option to use IRA funds within your platform investment experience.

Seamless

Your clients will never leave your platform and only enter their information once – making it faster and easier for everyone.

Faster Account Opening & Funding

Custodian Connect allows for faster account opening and funding of investments through a paperless process with digital consent (click & agree) and Automated Customer Account Transfer Service (ACATS)*.

• RESTful API services to third-party institutions to enable integration and improve communications between third party platform clients and Pacific Premier Trust.
• Pacific Premier Trust APIs are restricted by the third-party IP addresses. In addition, all API calls require an API Token that is registered specifically to your institution/platform.

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