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Setting Up a New Instance in Your K1 Aggregator Tenant

Create and configure a new instance in your K1 Aggregator tenant for streamlined management and separation of workflows

When creating a new Instance in K1 Aggregator you will need to complete the following form:

All fields with * are required fields.

Instance FAQ

Q: What is an 'Identifying Number'?

A: The identifying number can be any firm-specific identification number.

Q. What is a 'Client ID'?

A. The Client ID should match the client ID from your tax software.

Q. What is a 'Return ID'?

A. The Return ID connects K-1 Aggregator data to our integrations partners so your K-1 Aggregator investment data can be mapped.