How to integrate with Firsthand

Integrating with Firsthand is easy! We only require a few pieces of information in order to set up the bridge:

  • Your Firsthand Domain (ie,

  • Your Firsthand API Key (you can reach out to your Firsthand rep to request this)

  • A Default Category (optional)

The "default category" will be applied to all of the advisors that are imported. You can select any of the values that show up in our "People Categories" admin screen.

If you're a new partner institution who's going through our onboarding process, submit these items through your customized Integration Implementation Form (linked in your Onboarding Overview).

If you're an existing client that's switched to Firsthand, please send this information to us at

Have questions? Please feel free to reach out to as, or through the chat feature in your admin dashboard.

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