Support & FAQ
Frequently Asked Questions
What does my client see when I onboard them?
Your clients receive access to their own investor dashboard where they can view holdings, statements, transaction activity, and tax documents. You maintain full visibility as their advisor, while clients enjoy a professional, transparent experience branded to your firm.
Do you handle TIN collection and withholding?
Yes. AET manages taxpayer identification number (TIN) collection and backup withholding as part of our onboarding process.
What third-party integrations are supported?
AET integrates with leading portfolio management and RIA technology providers, including performance reporting tools, CRMs, and fund administration platforms. We also offer custom integration options through our API for more advanced use cases.
Do you offer an API?
Yes. Our API enables RIAs, fund administrators, and fintech platforms to integrate directly with AET for account creation, transaction tracking, and reporting. It’s ideal for firms that want to automate workflows or embed custodial functionality into their own systems.
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