Fidelity Data Feed Authorization

This document guides you through the release of information process with the Fidelity Investments custodian. Simply follow the described steps in order to authorize BridgeFT to access your accounts managed by Fidelity.

ROI Processing Timeline: 5 - 8 business days

Submission Method: via Fidelity Wealthscape Portal

Submit Outbound Transmission Request

An Outbound Transmission Request needs to be completed and submitted, per instructions below.

In order to establish the data feed with Fidelity Investments you will need to link G Numbers using Integration Xchange. You’ll need to have the entitlements below added to your Wealthscape ID:

  • “Integration Xchange_OutboundTransmissionsRulesManagement” entitlement
  • “Integration Xchange Admin Outbound Transmission Rules Management” entitlement

Your firm’s user admin or the Fidelity Client Service Team should be able to assist you with adding these entitlements. Once both entitlements have been added, you can process the request in Integration Xchange.

Navigation:

  • From Wealthscape, select Resources, then Integration Xchange. Within Integration Xchange, select Outbound Transmission Rules under “My Firms Integrations”.
  • Under the Outbound Transmission Rules page in Integration Xchange, you will see the list of your firm’s current G Number rules.
  • Located at the bottom of the page you will see the Delete and Add buttons. Select Add, then choose the applicable feed from the drop down list. Input the G Number and follow the remaining prompts.The feed does require a Client Header, in this section you will input your primary G Number. This helps the BridgeFT Team to more easily identify accounts associated with your G Number.

Once you have submitted the request, please email [email protected] with the following information:

  • Email subject line: "Partner Name"
  • Copy of Outbound Transmission Request submission

This information will allow​ BridgeFT to follow up if there are any issues with establishing the data feed.

Wealthscape Access Instruction

To create a Wealthscape User ID for BridgeFT, Select Menu → Select Create a New User ID beneath User ID Maintenance.

A new window will appear with the following sections:

  1. Profile
    • First Name: Bridge
    • Last Name: Financial
    • Active
  2. Group Entitlements
    • Select Primary Group: WC RIA Basic
    • Important to add secondary group functionality
    • Select Secondary Groups:
      • Available Client Groups. Advisor should add the following:
        • WC Basic Export
        • WC Bulk Export
        • WC Scheduled Exports
        • WC Reporting Output PDF
        • WC Tax Lots Accounting Maintenance
  3. Linked G Numbers
    • Available G Numbers
      • Add G Numbers in order to have account data flow into BridgeFT’s database
  4. Domain Assignment
    • No action needed
  5. Select Verify
  6. A page will populate to review the selections, Select Confirm
  7. Confirmation with the User ID - 769 number
  8. Record the User ID and temporary PIN and send to [email protected]

Data Feed Authorization (Firm Level)

An Outbound Transmission Request must be completed and submitted per the instructions below.

The Admin Level User or Back-office Level User must ensure they have the g-numbers linked to their user id when requesting a firm through their 769 ID. If not, the Firm level process will not be able to be utilized. The below process will be executed for each G number by the firm's level admin user on behalf of the advisor / firm.

You must link G Numbers using Integration Xchange to establish the data feed with Fidelity Investments. You’ll need to have the entitlements below added to your Wealthscape ID:

  • “Integration Xchange_OutboundTransmissionsRulesManagement” entitlement
  • “Integration Xchange Admin Outbound Transmission Rules Management” entitlement

The Fidelity Client Service Team should be able to assist you with adding these entitlements. Once both entitlements have been added, you can process the request in Integration Xchange.

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Note:

The following instructions state initialization for 1 G-number. If multiple G-numbers are required, you must repeat the steps for each G-number.

Navigation:

  • From Wealthscape, select Resources, then Integration Xchange. Within Integration Xchange, select Outbound Transmission Rules under “My Firms Integrations.”
  • Under the Outbound Transmission Rules page in Integration Xchange, you will see the list of your firm’s current G Number rules.
  • You will see the Delete and Add buttons at the bottom of the page. Select Add:
    • Entity: Select BridgeFT
    • Header: Select +Add Header then input the Advisor’s G Number. This helps the BridgeFT Team easily identify accounts associated with your G Number.
    • G Number: Input the Advisor’s G Number
  • Select Submit

Once you have submitted the request, please email [email protected] and cc the proper authorizers for your firm:

  • Signed Outbound Transmission Request form
  • Work item number associated with the request to Fidelity
    • The work item number is generated when you submit the form in Wealthscape.

This information will allow​ BridgeFT to follow up if there are any issues with establishing the data feed.