How to Set Up the Fidelity Institutional® Custodial Integrations

For advisors that custody through Fidelity InstitutionalSM, we’ve launched new integrations that will greatly streamline and simplify the advisor experience:

  1. Access Fidelity WealthscapeSM from your 55ip portal with one click through our SSO (single sign on) integration.
  2. Simply select an account from a dropdown using our new account data integration instead of uploading tax lots when transitioning an account into a model.

1. How to set up one-click sign-in from 55ip to Fidelity Wealthscape

Custody clients will need to submit a Wealthscape Service Request through the Service Center to request one-click sign-in (SSO or single sign-on).

To request SSO, navigate to the following page in Wealthscape.
Menu > Service > Initiate Service Request > User Access & Entitlements > Access Request > Add or Modify Access

Fidelity typically addresses these requests in 2 – 3 days. Once SSO has been enabled by Fidelity, you will be notified by Fidelity that your request has been approved, and you will have access to your Wealthscape Service Center and Order Status page from directly within 55ip.

Screenshots are for illustrative purposes only.

2. How to set up the account data integration between 55ip and Fidelity

Custody clients will need to submit a Wealthscape Service Request through the Service Center to request account data transmission from Fidelity to 55ip.

To request account data transmission, navigate to the following page in Wealthscape: Menu > Service > Initiate Service Request > Product Support > Platform Integration > Third Party Transmission Request

Fidelity typically addresses these requests at the end of every week. Once the data transmission is approved and enabled by Fidelity and 55ip has associated the data with your 55ip login, you will see your unassigned client accounts (not assigned to a model yet) begin to show up in the Portfolio dropdown in the 55ip software.

Screenshots are for illustrative purposes only.

Fidelity Institutional┬« and National Financial Services LLC (together “Fidelity”) are independent companies, unaffiliated with 55ip, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between 55ip, LLC and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by 55ip, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity┬«, Fidelity Institutional┬« and WealthscapeSM are service marks of FMR LLC. Fidelity Institutional┬« provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1011476.1.0