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
Wealthbox users can view account information for Wealthscape clients on the Contact Record page in Wealthbox via the configuration of a nightly file feed to Wealthbox from Fidelity.
via the IX (Integration Exchange) portal in Wealthscape. If they don't have access to Wealthscape, then the "Advisor Firm Transmission Request" form is the alternative to that and it's found in the Forms Library inside of Wealthscape. Users only need to complete this form if they can’t submit their G numbers to WB via the self-service IX portal in Wealthscape. (Ofc, them emailing their G numbers to support is still a required step)
Once the form has been approved by Fidelity, submit a copy to support@wealthbox.com so that the appropriate G Number/s can be enabled for your users within Wealthbox.
FAQ
Can I submit requests for multiple reps and multiple G Numbers using the same form?
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.
