Data Feeds
Fidelity Institutional / IWS
Fidelity Institutional’s Integration Xchange connects Wealthscape brokerage capabilities and data with wealth-management firms and technology providers.
All brokers
Feed details unverified
Custody integrations and retail designated brokerage services are separate. Confirm which account relationship and data access apply.
Typical setup
- Confirm the employee accounts in scope, the applicable consent requirements and who may act for your firm.
- Ask the broker about its monitoring enrollment and delivery options for your chosen compliance platform.
- Complete the broker’s required authorization and establish appropriate employer portal access.
- Link the authorized accounts and agree how account identifiers will be matched to employees in your platform.
- Reconcile the first usable delivery against the expected accounts and data coverage; investigate missing or unmatched records.
- Assign ongoing ownership for account additions, departures, failed deliveries and periodic reconciliation.
Community tips & common issues
Reviewed member experiences, not broker instructions or guaranteed service times.
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