Capitect provides an integration with Coinbase. The data feed allows Capitect to automatically pull account data (accounts/vaults, balances, positions, transactions) on a daily basis.
Here are the steps to get started:
1. Have the client login to Capitect and navigate to the 'Net Worth' tab.
2. Click the 'Add+' button in the 'Investment Account' section and search 'Coinbase' (or select Coinbase from the list of popular institutions as shown below).
3. Select Coinbase and click on the logo as prompted.
4. Sign into your Coinbase account. After signing in the assets from Coinbase will populate on the client's Net Worth page.