Step 1: Create separate G Folder

If you have a direct contact at Fidelity, it can be helpful to reach out to them directly. Otherwise, Fidelity Chat is usually the fastest way to request a G folder (with the below message): https://digital.fidelity.com/ftgw/digital/secureemail

Hello,

My firm [firm name] is partnered with Zoe Financial who custodies through Apex. I’m reaching out to request that a new G folder be created so that I may set up a datafeed integration between my firm and Zoe/Apex.

Please let me know if any additional information is needed.

Thanks,

Step 2: Provide Zoe Financial with the new G Folder #

Step 3: Set up ROI (release of information) with BridgeFT [instructions below]

Fidelity Data Feed Authorization:

This document guides you through the release of information process with the Fidelity Investments custodian. Simply follow the described steps in order to authorize BridgeFT to access your accounts managed by Fidelity.

ROI Processing Timeline: 5-8 business days

Submission Method: via Fidelity Integration Xchange Portal

Submit Outbound Transmission Request:

An Outbound Transmission Request needs to be completed and submitted, per instructions below.

In order to establish the data feed with Fidelity Investments you will need to authorize each G Number using Integration Xchange. If you do not have this capability already, then you will need to contact your Fidelity admin for the following entitlements:

“Integration Xchange_OutboundTransmissionsRulesManagement” entitlement
“Integration Xchange Admin Outbound Transmission Rules Management” entitlement

Your firm’s user admin or the Fidelity Client Service Team should be able to assist you with adding these entitlements. Once both entitlements have been added, you can process the request in Integration Xchange.

Navigation:

From Wealthscape, select Resources, then Integration Xchange. Within Integration Xchange, select Outbound Transmission Rules under “My Firms Integrations”.
Under the Outbound Transmission Rules page in Integration Xchange, you will see the list of your firm’s current G Number rules.
Select “Add Rule”.

Entity Name: Choose “Bridge Financial Technology, Inc”
Header: Select +Add Header then input the Advisor’s G Number. This helps the BridgeFT Team easily identify accounts associated with your G Number.
G Number: Input the Advisor’s G Number

Next, please designate the following fields as “No” so that they are not masked when being sent to BridgeFT:

Finally, review the transmission rule details, enter your full name, and select Confirm.

Please note the above instructions state initialization for 1 G-number. If multiple G-numbers are required, you must repeat the steps for each G-number.

Review Existing Fintech Firms

Integration Xchange includes the FinTech Marketplace with select financial technology (Fintech) firms and their integration or data transmission options. Use this platform to review validated firms and documentation required for a transmission.

For access, request the “Integration Xchange_OutboundTransmissionsRulesManagement” entitlement.

To view select Fintech Firms:

In Wealthscape, select Menu > Resources > Fidelity Integration Xchange.
On the top menu, select FinTech Marketplace.
NOTE: For unlisted Fintech firms, contact transmissioninstalls@fmr.com to identify if the firm is eligible.

To view data transmission options:

In Fidelity Integration Xchange, select Solutions > Outbound Transmissions.
To review information about outbound transmissions including forms and reference material, select Show More.

To view your firm’s current integrations:

In Fidelity Integration Xchange, select My Firm's Integrations > Outbound Transmission Rules.

Note: please contact NFTRANS@fmr.com for transmission failures or re-transmision failures/request

Final Step: Start uploading clients into the new master folder to share data with Zoe

For additional questions or walkthroughs, contact Advisorpartnership@zoefin.com.