Wealthscape℠ Integration Xchange
Gives you a flexible and efficient onboarding process that allows you to explore and test integrations and then easily incorporate them into your existing system.
Get direct access to Wealthscape℠ technology products and services that deliver a wide range of options to receive data and perform transactional functions and select from a variety of integrations with third-party providers.
To request access reach out to your Relationship Manager or Fidelity contact.
 
Explore
Find the right integration
for your platform
Test
Learn more through
rapid prototyping
Manage
Get access to the most
current versions
 
Integration Services
Application Programming Interfaces (APIs)
Functionality for real-time retrieval
and brokerage data processing
Framing and Linking
Place certain Wealthscape℠ pages into your own
site navigation or link directly to Wealthscape℠
Outbound Transmissions
A suite of data transmission files generated from a core brokerage systems and sent to Fidelity Clearing & Custody Solutions® clients and, in some cases, third-party service providers
Inbound File Processing
A file delivery solution that provides near real-time processing for the submission of high volume data and transactional records
FIX Integrations
Integration services for customers of Fidelity Clearing & Custody Solutions® who use Financial Information eXchange (FIX) and dash-enabled third-party order management systems
Security
Security protocols and standards required to implement the Integration Solutions
Third-Party Tools
Select from many third-party providers and find the integrations that best fit your existing platform.
 
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