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: 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
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.