About Fidelity
Fidelity Investments serves independent advisors and broker-dealers through its clearing and custody business, with Wealthscape as its advisor platform.
Fidelity + Slant
Fidelity releases data through Integration Xchange. Add an account group in Slant for each selection you want to route, by G number for custody or Super Branch for clearing, and choose its books. Then create the matching transmission rule in Integration Xchange using the header Slant gives you.
Once the rule is live, Fidelity delivers daily account, balance, position and activity files.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from Fidelity on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant links accounts to client households automatically when the tax ID matches, and you can link the rest from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
