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Financial Accounts

Request Fidelity Data Access
Managing Financial Accounts How to Create an AUM Account Request Fidelity Data Access Request Charles Schwab Data Access Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts View and Export Household Accounts from a Contact

Financial Accounts

Managing Financial Accounts How to Create an AUM Account Request Fidelity Data Access Request Charles Schwab Data Access Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts View and Export Household Accounts from a Contact

Request Fidelity Data Access

* Page referenced in this article: Integrations.

Bring your Fidelity accounts, assets, and transactions into LeadCenter with a daily data feed. Your firm sets up the feed in Fidelity Wealthscape, and LeadCenter lets you know when Fidelity starts sending files.

Please note: Setup usually takes 15 to 20 business days and depends on Fidelity granting access on time. Your accounts won't show in LeadCenter until the request is approved.

What You Need

  • Wealthscape: A login for Fidelity Wealthscape.
  • G number: Your firm's G number, a "G" followed by 8 digits, such as G12345678. If you don't have it, ask your Fidelity client manager.

Add the Transmission Rule

  1. In Wealthscape, open Resources, then Integration Xchange, then My Firm's Integrations, then Outbound Transmission Rules.
  2. Click Add Rule.
  3. Select LeadCenter. If LeadCenter isn't listed, choose Other and enter LeadCenter.
  4. Enter your G number with no spaces. If the form has both a Header field and a G Number field, enter it in both.
  5. Confirm the rule. If your firm has more than one G number, add a separate rule for each.
  6. Email support@leadcenter.ai with the G numbers you added.

Don't see Outbound Transmission Rules? Ask your firm's Wealthscape admin or your Fidelity client manager to add the Integration Xchange outbound transmission entitlements to your login.

If You Can't Add the Rule

Ask Fidelity to set it up for you. Contact your Fidelity client manager, or in Wealthscape go to Menu, then Service, then Initiate Service Request, then Product Support, then Platform Integration, then Third Party Transmission Request. Ask Fidelity to send the data for your G number to LeadCenter.

After You Submit

We'll email you once Fidelity starts sending files. Your accounts, assets, and transactions then appear on the Financial Accounts page and update daily.

Need Help?

For questions about Wealthscape or access, contact your Fidelity client manager. For anything in LeadCenter, email support@leadcenter.ai.

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.