Knowledge Base

Learn about features, integrations, customizations and more.

How does the Fidelity Wealthscape integration work?

Team Wealthbox
Team Wealthbox
  • Updated

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

 

  1. View account details for a Wealthscape client from the Contact record page in Wealthbox (Learn how to enable the data feed integration)

  2. Single-sign-on from Wealthbox to Wealthscape (Learn how to enable single-sign-on)

  3. Send contact details from Wealthbox to pre-fill account opening forms in Wealthscape (Learn how to enable the account opening integration)

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 Fidelity Wealthscape application as shown in the below screenshot.

 



​