Key features of the integration:
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Account feed: View account details for a Wealthscape client from the Contact record page in Wealthbox
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Single sign-on from Wealthbox to Wealthscape (Learn how to enable single sign-on)
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Account Opening: Send contact details from Wealthbox to pre-fill account opening forms in Wealthscape.
Please note: The Fidelity integration does not import contacts into Wealthbox. You will need to import or create the contacts in Wealthbox manually in order for their Fidelity accounts to appear in the system.
How to enable the File Feed
From the three-dot menu in the top right corner of Wealthbox click on "Applications", then click the "Settings" button for the Fidelity application as shown in the below screenshot.
Your "Customer Type" will be set to "Custody" by default. If you are a clearing client, update your customer type to clearing and click the "Save" button.
Custody Clients:
The following instructions are for enabling the file feed integration for Fidelity custody clients. If you are a clearing client with Fidelity, please see the instructions for clearing clients below.
On the Fidelity application page:
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Click the "File Feed" tab
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Click the "Sign in to Fidelity Wealthscape" button to sign in to Wealthscape and follow the below instructions to enable in Fidelity Wealthscape.
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Once step two above is complete, enable the integration and click the "Save" button
How to enable the File Feed
You can view your Wealthscape clients' account info in their Wealthbox Contact Record after enabling the File Feed in Fidelity's self-service Integration Exchange (IX) portal.
If you do not have access to Wealthscape, you'll need to fill out the "Advisor Firm Transmission Request" form, which can be found in the Forms Library inside Wealthscape. You only need to complete this form if you cannot submit your G Numbers to Wealthbox via the self-service Integration Exchange portal within Wealthscape.
After Fidelity has approved the form you completed, please submit a copy to support@wealthbox.com, and our Support team will ensure the appropriate G Number(s) are enabled for your user account within Wealthbox.
Once approved, Fidelity should begin sending client financial data to Wealthbox within 7-14 days or less, which will be available in the "Fidelity" tab on your Contact Records within Wealthbox.
Troubleshooting & FAQs
Q: What happens if I disconnect the integration?
A: Once disconnected, no new data will sync from Fidelity to Wealthbox. Previously synced data will no longer display in Wealthbox.
Q: What if account values aren't displayed in Wealthbox?
A: Accounts are matched using your client's SSN/TIN; if account values aren't showing, double-check to ensure that your contact records' SSN/TIN matches the values set in Fidelity.
Q: Can I manually link clients who weren't automatically matched?
A: Yes. After clicking "Manage Linked Clients" you're able to manually search your client list in Fidelity to manually link them.
Q: Can I submit requests for multiple reps and multiple G Numbers using the same form?
A: Yes. You can do this by utilizing the “Additional Instructions” field and requesting that each G Number be added separately to the feed.
Clearing Clients:
The following instructions are for enabling the file feed integration for Fidelity clearing clients. If you are a custody client with Fidelity, please see the instructions for custody clients above.
On the Fidelity application page:
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Click the "File Feed" tab
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Follow steps 2 and 3 on the File Feed tab to work with your Fidelity representative to complete the appropriate forms.
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Once step two above is complete, enable the integration and click the "Save" button.
