The first step to getting started with PLASMA is to determine the accounts that will be managed in PLASMA. PLASMA's in-built data ingestion relies on Bridge Financial Technologies, which provides daily account and transaction data associated with a custodial Advisor Code (also known as Master Account Number). If you would like PLASMA to have access to a subset of accounts, those accounts will need to be associated with a separate Advisor Code.

If you or your team wants to limit data or the number of accounts in PLASMA, other data ingestion options include Manual Upload and using other supported Third Party aggregation platforms. Check out our page on data ingestion and speak to your Yayati Success Partner for more details.

For more information on our data security, check out a summary of our policies.

Once you've determined the accounts you would like to manage in PLASMA, Yayati requires the following items to complete your implementation:

PLASMA built-in integration through BridgeFT also requires the following:

Let your Yayati Success Partner know who within your organization should have access to PLASMA. Yayati will create and provide access credentials within 24 hours.