---
schema_version: "1"
id: 9f67e355ed6a749fde4f0280370cd7c502c50d710eea4a80ae126b82d931b4d9
title: Connect BridgeFT Custodial Data to Agentforce Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_bridgeft_connector.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_bridgeft_connector.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 147ccfb76126225a7b0254febf02ad5f8c039a033157338287b114e2580b1782
description: Connect BridgeFT through Connector Library to give your advisors a complete, real-time view of client custodial data inside Agentforce Financial Services, no manual data exports or third-party dashboards required. BridgeFT is a custodial and portfolio management data provider whose data populates the Financial Portfolio component on the Client Details page, where your advisors view portfolio health, analyze positions, and review transaction history. The BridgeFT connector also powers Run My Day, proactive alerts, and AI-driven chat, giving your advisors a single, accurate view of their clients after the initial data sync completes.
products:
  - Cross Cloud
release: "262"
---
# Connect BridgeFT Custodial Data to Agentforce Financial Services

Connect BridgeFT through Connector Library to give your advisors a complete, real-time view of client custodial data inside Agentforce Financial Services, no manual data exports or third-party dashboards required. BridgeFT is a custodial and portfolio management data provider whose data populates the Financial Portfolio component on the Client Details page, where your advisors view portfolio health, analyze positions, and review transaction history. The BridgeFT connector also powers Run My Day, proactive alerts, and AI-driven chat, giving your advisors a single, accurate view of their clients after the initial data sync completes.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license, or in Agentforce 1 Financial Services Edition.

**How:** To get started, assign the required permissions and set up Connector Library. In **Setup**, find and select **Connector Library**, then click **Explore Connections** and select **BridgeFT**. Enter your API credentials, test the connection, and deploy your data streams to activate data ingestion into Data 360. After connecting, complete the Financial Portfolio setup to display custodial data on the Client Details page.

#### See Also

- [_Salesforce Help:_ BridgeFT Connector for Agentic Advisor](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_connector_overview.htm&language=en_US)