New in Wealthbox: Automated Account Openings with Fidelity's Wealthscape | Wealthbox CRM

Blog/ Partner Updates

New in Wealthbox: Automated Account Openings with Fidelity’s Wealthscape

June 22, 2020

Today, Wealthbox is happy to release an integration upgrade for speeding up account openings in WealthscapeSM, Fidelity’s advisor technology platform. This includes new account opening and SSO features for Fidelity clearing and custody clients — on top of the existing data feed integration previously announced here.

For a live webinar hosted by Wealthbox and Fidelity showcasing this integration sign up to the webinar on July 13th at 4:00pm ET.

How it works

This new automated account opening feature in Wealthbox now allows advisors who custody or clear assets with Fidelity to pre-fill client information from Wealthbox into Wealthscape account opening forms from the contact record page in Wealthbox. Wealthscape users will benefit from seamless single-sign-on between Wealthbox and Wealthscape when sending contact information and completing account opening forms. The result is increased simplicity, time-savings, and productivity for advisors who custody assets with Fidelity and use Wealthbox.

A detailed look at the new account opening integration

SSO capabilities for custody customers and a new SSO integration for clearing customers allows users to “Send to” Fidelity to kick off new account openings:

Review information before sending:

Once sent to Fidelity, the information from Wealthbox will pre-fill new account forms within Wealthscape.

See the integration in action…

Interested in learning more? Join our live webinar on July 13th at 4:00pm ET with Wealthbox and Fidelity as we will be showcasing this new integration. Sign up now!

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Fidelity Investments is an independent company, unaffiliated with Wealthbox. Fidelity Investments is a service provider to Wealthbox.

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