---
title: "Mili and TradePMR  Integration | Mili"
description: "Access client accounts for meeting preparation, open accounts, create trades, and manage fees in TradePMR straight from your Mili meetings."
url: https://website.getmili.ai/integrations/tradepmr
---

# Get started with Mili +TradePMR
- [Book a demo](https://meetings.hubspot.com/joe1501)
Book a demo
- [Try Mili Now](https://meetings.hubspot.com/joe1501)
Try Mili Now

## How it works
Head to Settings → Integrations → Click "Connect TradePMR" → Authorize
Mili pulls context from your meeting and creates a trade basket on syncing
Review every line, confirm, and download the basket to upload in TradePMR.
Mili pre-fills account openings, ACAT transfers & more from your meetings
Ask any "How do I do this in TradePMR?" question. Get step-by-step answers
Open Mili Office to fetch account data and run TradePMR tasks on demand
Customize skills in Mili Office or configure custom workflows with TradePMR

## Webinar

## Frequently Asked Questions
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## Ready to connect Mili withTradePMR?
Prepare with CRM context, capture meeting insights automatically, and query client data instantly.
Let Mili handle the busy work while you focus on clients.
- [Schedule Demo](https://meetings.hubspot.com/joe1501)
Schedule Demo
![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg)
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