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Can I download client account information from the ICON website into my portfolio management system?

April 26, 2017account client download Icon Management portfolio system website

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Can I download client account information from the ICON website into my portfolio management system?

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Yes. To download allocation portfolio account data into portfolio management software programs, click on the “Log-in Here” link, then select the “Complete the Export Request Form” link. Please complete this form and fax back to ICON’s Operations Department at 303-790-8246. The download function is a tool provided by Trust Company of America.