Transact Integration

Import investment details and values direct from Transact into PPOL.

First you need to authorise our read-only access to your Transact account by completing the "Transact Remote Data Service (TRDS) Access (A004)" form (found under Information/Forms when logged in to Transact) and sending it to Transact.

Then, once Transact have issued us with access credentials, we will associate your PPOL account with your Transact account and be in touch to show you how easy it is to import client's investments & values.