Fidelity IWS - FTP Access

Onboarding Instructions

Step 1: Log onto Fidelity Wealthscape website and go to the Fidelity Integration Xchange under Resources.

Step 2: Request a third-party data transmission to ByAllAccounts by updating your firm's outbound transmission rules.

Digital form instructions

In Wealthscape, select Menu > Resources > Fidelity Integration Xchange
In Fidelity Integration Xchange, select My Firm's Integrations > Outbound Transmission Rules
- Select "Add Rule" at the bottom of the page
- Select "BYALLACCOUNTS/MORNINGSTAR (180)" from the ENTITY NAME drop-down menu
- Enter your G Number in the Header and G Number fields
- Complete form and select Confirm

Entity details

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject	"Fidelity IWS - FTP Access - Feed Setup Request - Advisory Firm (Technology Platform Provider)"
Requesting Advisor	The first and last name of the advisor requesting the feed setup.
Requesting Advisor Email Address	The email address of the advisor requesting the setup.
Advisory Firm	The firm the requesting advisor is associated with.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.
Fidelity G Number(s)	A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
ByAllAccounts User Email Address	The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.
Expected Account Volume	The anticipated number of accounts to be added to this feed.

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Fidelity IWS - FTP Access [ByAllAccounts SalesForce Case Number]
ByAllAccounts Password Email Sender	[email protected]
ByAllAccounts SalesForce Case Number	This is the reference number you will have received to track your request after completing step 3.

Step 5: Enter feed credentials in AccountView and aggregate accounts.

Feed credential details

Username: Fidelity G Number
Password: Shared by ByAllAccounts via email in step 4
If you have more than one G number, you need to create multiple credentials. These will share the same password unless noted otherwise.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds

Additional Feed Information

Please see Fidelity IWS (non-brokerage) Affiliate Accounts – FTP for annuities, tax-deferred and charitable accounts.
Please see National Financial Services (NFS) - FTP Access for NFS Broker/Dealer accounts.