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Fidelity Streetscape

Our integration with Fidelity Streetscape NASU allows users to create a new account in Fidelity for the clients they have already entered in Redtail. The integration options can be found under the Integrations menu for those Fidelity users that have it enabled. The below is a screenshot of those options from within Redtail for a database with this integration enabled:

 

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After clicking New Account Setup, you'd see the Select Additional Holders dialog below, with the Account Holder's Name, Date of Birth and Relationship displayed, along with the option to add up to seven holders during this account setup:

 

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When done here, click Continue. You would then be redirected into Fidelity to continue the New Account Setup process, with pre-populated data from Redtail already in place where relevant:

 

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