Fidelity IWS - FTP Access

This feed service is for Fidelity's Institutional Wealth Service (IWS) brokerage accounts, and it is prepared for Morningstar ByAllAccounts to obtain account information. Accounts custodied here consist of 9 digits.

Onboarding Instructions

🚧
Feed access pre-requisites
Advisors must have a registered relationship with Fidelity and is required to complete a Third-Party Transmission Request to release the requested G Number(s) to ByAllAccounts.

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

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

🚧
Data Masking:
Consult with your platform provider if client profile data is needed. Fidelity's add rule form will default to set data masking options as 'No'. Only change to 'Yes' if your platform provider doesn't need this data for account to client portfolio mapping.

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
  
  Entity details
- Enter your G Number in the Header and G Number fields. Enter the G number exactly as assigned by Fidelity. You MUST enter 'G' followed by the whole 8-digit number with no space. For example: G12345678
- Data Masking: Leave data masking options set to 'No'. Do not select 'Yes' for Data Masking.
  
  Data Masking
- Complete form and select Confirm

Step 3: Submit the Feed Setup Form in AccountView.

Product screenshot

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: G Number (Enter your G Number in the Header and G Number fields. Enter the G number exactly as assigned by Fidelity. You MUST enter 'G' followed by the whole 8-digit number with no space. For example: G12345678)
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.

📘
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.