Wealthbox

The integration between Wealthbox and Fidelity Wealthscape is available for Fidelity's clearing and custody clients. It allows users to:

View account details for a Wealthscape client from the Contact record page in Wealthbox (<a href="https://help.wealthbox.com/en/articles/4036645-enable-fidelity-wealthscape-file-feed-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable the data feed integration</a>)

Single-sign-on from Wealthbox to Wealthscape (<a href="https://help.wealthbox.com/en/articles/4036901-enable-single-sign-on-for-the-fidelity-wealthscape-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable single-sign-on</a>)

Send contact details from Wealthbox to pre-fill account opening forms in Wealthscape (<a href="https://help.wealthbox.com/en/articles/4036921-enable-account-opening-for-the-fidelity-wealthscape-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable the account opening integration</a>)

1. View account details for a Wealthscape client from the Contact record page in Wealthbox (<a href="https://help.wealthbox.com/en/articles/4036645-enable-fidelity-wealthscape-file-feed-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable the data feed integration</a>)
2. Single-sign-on from Wealthbox to Wealthscape (<a href="https://help.wealthbox.com/en/articles/4036901-enable-single-sign-on-for-the-fidelity-wealthscape-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable single-sign-on</a>)
3. Send contact details from Wealthbox to pre-fill account opening forms in Wealthscape (<a href="https://help.wealthbox.com/en/articles/4036921-enable-account-opening-for-the-fidelity-wealthscape-integration" rel="nofollow noopener noreferrer" target="_blank">Learn how to enable the account opening integration</a>)

How to access the Fidelity integration in Wealthbox

From the three-dot menu in the top right corner of Wealthbox click on "Applications", then click the "Settings" button for the <b>Fidelity Wealthscape </b>application as shown in the below screenshot.