Integrations
Fidelity Wealthscape℠
Seamlessly and securely navigate to Wealthscape℠ from Addepar to help streamline workflows and more efficiently leverage data.
Easily navigate between systems |
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View data and intraday positions |
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Streamline money movement |
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Authentication |
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Capabilities |
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Required access level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide
Getting started
Make sure you have an existing relationship with Fidelity. Complete the process with Fidelity to have firm data transmitted to Addepar and single sign-on (SSO) enabled.
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Log in
Once the process is complete, open a Fidelity brokerage account in Addepar, navigate to Wealthscape(SM), and authorize the data sync.
- Fidelity Integration Xchange
- Disclaimer: Fidelity Institutional and Fidelity Investments (together "Fidelity") is an independent company, unaffiliated with Addepar. Fidelity is a service provider to Addepar. There is no form of legal partnership, agency affiliation, or similar relationship between Addepar 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 Addepar and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark 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. 1036488.1.0