Wealthbox + Fidelity

Modern CRM integrated with Fidelity’s Wealthscape platform.

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Overview

An open brokerage platform for all your clearing and custody needs, Fidelity’s Wealthscape platform can be leveraged to help you scale your business for the future. The integrations with Wealthbox allow users to view account details for Fidelity clients and single-sign-on into Wealthscape. The account opening feature, using another Fidelity integration, allows users of Wealthbox to send details from a contact record page to directly pre-fill the account opening solution in Wealthscape, enabling a faster and more efficient onboarding experience.
Send client and account information from Wealthbox to Fidelity with just a few clicks, reducing manual entry and errors.
Initiate and track Fidelity digital account openings directly from Wealthbox to streamline onboarding and improve speed to account funding.
Automatically sync Fidelity account data into Wealthbox to keep client records accurate and up to date.
View key Fidelity account information directly within Wealthbox for a complete picture of each client relationship.

Resources

Recorded webinar

Increase Efficiency with Fidelity Investments® Wealthscape℠ and Wealthbox

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Blog post

New Integration: Fidelity Wealthscape

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Jason Crump
“The innovative integration between Wealthbox and Fidelity’s Wealthscape ultimately saves our 800 nationwide advisors time that we can give back to our clients to better serve them.”

Jason Crump, Vice President, Brookstone Capital Management

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