Short answer
A Fidelity integration connects custodial data from Fidelity's Wealthscape platform to your CRM, bringing accounts, balances, positions and transactions into Salesforce Financial Services Cloud or HubSpot for advisors and service teams.
How the Fidelity (Wealthscape) integration works
Fidelity offers data and integration services to advisory firms and broker-dealers using its platform. A CRM integration keeps financial accounts current, links them to households and owners, and supports service workflows such as new account and money movement requests.
What syncs
- Accounts and registrations
- Balances, positions and transactions
- Account ownership
- Service and onboarding status where available
Integration options
- Scheduled custodial data files into FSC
- Integration through MuleSoft or a wealth data aggregator
- Portfolio management systems as the intermediary
What to plan for
- Matching identifiers across systems
- Data access approvals
- Keeping AUM consistent with reporting systems
Frequently asked questions
Can Fidelity and Schwab data live in the same CRM?
Yes. Multi-custodian firms load each custodian's data into the same financial account model.
How often does custodial data update?
Typically daily, based on the custodian's file schedule.