---
schema_version: "1"
id: 1ee3b6ee88e493e7e0d813e935f5f80af9b2695d08d7dec036bee35eda8777dd
title: BridgeFT Connector
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_bridgeft_connector.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_connector.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e47e9a3f85709ccb0f2e6396b674ed82635c01cfe5bbd57bbfd9fabf8797027e
description: ⏺ The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management data from BridgeFT into Agentforce Financial Services, giving wealth advisors a unified view of client wealth. Admins configure the connection through the Connector Library by validating API credentials, setting up Data 360, and scheduling daily data syncs.
products:
  - Financial Services
release: "264"
---
# BridgeFT Connector

⏺ The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management data from BridgeFT into Agentforce Financial Services, giving wealth advisors a unified view of client wealth. Admins configure the connection through the Connector Library by validating API credentials, setting up Data 360, and scheduling daily data syncs.

### Required Editions

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            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</p>
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- **[Set Up BridgeFT Connector for Agentic Advisor](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_connector_setup.htm&release=264.0.0&type=5)**  
    Unify custodial account data from BridgeFT with your FSC client records for a complete view of client wealth. Set up your BridgeFT connector, configure advisor codes, and establish data governance to begin ingesting custodial data into Data 360.
- **[Create a Financial Custodian](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_create_financial_custodian.htm&release=264.0.0&type=5)**  
    Create a financial custodian to represent a third-party financial institution, such as a bank, that holds and secures client assets.
- **[Create a Financial Custodian Advisor](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_create_financial_custodian_advisor.htm&release=264.0.0&type=5)**  
    Create a financial custodian advisor to associate an advisor code with a specific advisor and financial custodian.