Integrations ยท
Fidelity Integration Xchange setup is available for FinDash
Advisory firms can request a Fidelity outbound third-party transmission rule for FinDash through Fidelity Integration Xchange, using a registered FinDash header for secure file routing and activation.
By FinDash Team
Overview
FinDash supports a Fidelity Integration Xchange setup path for advisory firms that custody client accounts at Fidelity and want position-level account data available in FinDash.
The connection is designed to support net worth, investments, and account reporting workflows with custodial data delivered through Fidelity transmission setup.
Header and activation
Firms should email FinDash to request setup. FinDash provides the client header that must be entered in Fidelity Integration Xchange when requesting the outbound third-party transmission rule.
The header must match the uppercase value registered for the FinDash organization exactly, because FinDash routes Fidelity files by the filename prefix before the first underscore.
Data cadence
Once enabled, FinDash receives position-level account data for net worth and investment reporting, with values updated Tuesday through Saturday evening using the previous night close.
Highlights
- Request Fidelity setup from FinDash to receive the registered client header.
- Use Fidelity Integration Xchange in Wealthscape to request the outbound rule.
- Route files through the exact uppercase header registered in FinDash.
- Use connected Fidelity data for client net worth and investment reporting.
See FinDash for advisors