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Integrations

Fidelity Wealthscape℠

Seamlessly and securely navigate to Wealthscape℠ from Addepar to help streamline workflows and more efficiently leverage data.

Last updated: 10-23-2023

Easily navigate between systems

  • One-click authentication allows you to easily navigate between Wealthscape(SM) and Addepar.

View data and intraday positions

  • Quickly verify trade details, account balances, and intra-day account activity against data in Wealthscape(SM).

Streamline money movement

  • View and initiate activities in Addepar, and then complete them in Wealthscape(SM).