In order to establish the data feed with Fidelity Investments you will need to link G Numbers using Integration Xchange. You’ll need to have the entitlements below added to your Wealthscape ID:
“Integration Xchange_OutboundTransmissionsRulesManagement” entitlement
“Integration Xchange Admin Outbound Transmission Rules Management” entitlement
Your firm’s user admin or the Fidelity Client Service Team should be able to assist you with adding these entitlements. Once both entitlements have been added, you can process the request in Integration Xchange.
Please follow the instructions below:
Navigation:
From Wealthscape, select Resources, then Integration Xchange. Within Integration Xchange, select Outbound Transmission Rules under “My Firms Integrations”
Under the Outbound Transmission Rules page in Integration Xchange, you will see the list of your firms current G Number rules. Located at the bottom of the page you will see the Delete and Add buttons. Select Add, then choose the applicable feed from the drop down list. Input the G Number and follow the remaining prompts.
The feed does require a header, in this section you will input your primary G Number. This helps our team to more easily identify accounts associated with your G Number.
If you have any questions, feel free to reach out to our Support Team at support@bridgeft.com.