Setting up the integration:
The integration options can be found by clicking your Integrations Menu and then selecting the Fidelity option.
Our integration with Fidelity Wealthscape NFS allows users to create a new account in Fidelity for the clients they have already entered in Redtail. The integration options can be found by clicking your Integrations Menu and then selecting the Fidelity option.
You'll have options to "Send to" National Financial or "New Account Setup".
The "Send to" option allows you to send the following contact data to Wealthscape:
- First, Middle and Last Name
- Tax ID
- Date of Birth
- Job Title
- Company Name
- Mailing Address
- Home Address
- Work Address
- Phone Numbers
- Email Addresses
- Web Address
After clicking New Account Setup, you'd see the Select Additional Holders modal 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:
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.
Account Pre-fill includes the following Redtail fields: Salutation; First Name; Middle Name; Last Name; Suffix; Tax ID; Date of Birth; Job title; Company Name; Mailing Address; Home Address; Work Address; Phone Numbers; Email Addresses; Web Address
Fidelity Wealthscape resources:
Fidelity Wealthscape Website
If you are looking for more Account Aggregators And Custodians, click here!