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Integration · Custodians & Wealth Platforms

Fidelity (Wealthscape) integration

Fidelity Investments (Fidelity Institutional / Wealthscape) SalesforceHubSpot

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

See the architecture diagram ↓

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.

Last reviewed October 2, 2026 by the Vantage Point team. Product names and capabilities belong to their respective vendors; access to some data requires the vendor's approval. Browse all integrations →

Architecture

How data flows: Fidelity (Wealthscape) integration

CRM Middleware / connector layer Connected system
What syncs between systems
FromToWhatDirectionTimingHow
Fidelity WealthscapeSalesforce FSCvia MuleSoft / middleware Accounts & registrationsDaily files or APIs, matched to households and owners. → one-way scheduledfile feed
Fidelity WealthscapeSalesforce FSCvia MuleSoft / middleware Balances, positions & transactions → one-way scheduledfile feed
Fidelity WealthscapeHubSpotvia MuleSoft / middleware Account & AUM summariesSummaries on HubSpot custom objects or properties. → one-way scheduledAPI
Salesforce FSCAdvisor & service team Unmatched-account reviewNew or unmatched accounts raise a task. → one-way event-drivennative connector

A typical pattern, simplified. Your design depends on licenses, data ownership and volumes, which we settle in discovery.