Bridge Financial Technology

How to reactivate BridgeFT User Credentials for Advisor Center

Schwab Advisor Center - Reactivation of BridgeFT 3rd Party User Credentials

Establishing a data feed with Fidelity Investments using Integration Xchange

Fidelity Investments Data Feed Instructions

Initiating the data feed with Apex Clearing

Apex Clearing Data Feed Instructions

Data Authorization & View Only Access FAQ

Initiating the Data Feed with Millennium Trust Company

Millennium Trust Company Data Feed Instructions

SSG Data Feed Instructions

DST FAN Mail Activation

Will the Schwab TDA Merger Affect My Accounts?

Pershing Data Feed Instructions

DST Vision Enrollment

How to set up Fidelity Wealthscape access for Bridge

Fidelity: Wealthscape Access Instructions

Turning on your data feed with Interactive Brokers

Interactive Brokers

How to initiate your Schwab data feed via Schwab Custodian ROI process

Schwab Data Feed Authorization (ROI)

How to enable 3rd Party Access to your accounts through Schwab Advisor Center.

Schwab 3rd Party Access to Advisor Center Instructions

TD Ameritrade Data Feed Authorization

Chelsea Flood

How to initiate your data feed from your custodian to Bridge

Turning on Data Feeds

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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