[Integrations] Support Fidelity Wealthscape as Custodial Integration
complete
Conor MacNeil
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✨ Now Live: Fidelity Wealthscape Integration
We’ve expanded our integrations to include Fidelity Wealthscape, meaning you can now import client accounts directly from Fidelity and analyse them inside Koyfin.
Read more about how to integrate Fidelity Wealthscape with Koyfin below: https://t.co/gdlGGNYIwB
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Retired Wolverine
This is an absolute necessity. Considering moving over to Schwab or some other brokerage firm because at this point I'm losing alpha because every minute counts.
Conor MacNeil
Retired Wolverine: Hi David, Fidelity Wealthscape is in beta if you'd be interested in testing it. Otherwise, it's expected to be released publicly in the coming two weeks.
Conor MacNeil
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in beta
A
Absolute Pigeon
I would like to try this beta too.
Conor MacNeil
Absolute Pigeon: Hey RG, this is Fidelity Wealthscape, is that applicable to you?
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Retired Wolverine
I would also love access to try out the beta. Greatly appreciate providing me with notice on this matter - and
perfect timing as well.
Conor MacNeil
Retired Wolverine: Hey David, this is Fidelity Wealthscape, is that applicable to you?
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Retired Wolverine
Conor MacNeil is this pertaining to whether or not you're considered an institutional trader and/or you have a minimum amount of capital with them, question mark? I think it has to be like a minimum of a million. Nevertheless, received your message Definitely interested in trying out the beta API Please let me how I should proceed.
Conor MacNeil
Retired Wolverine: Hey David, Fidelity Wealthscape is for advisory and institutional use, not individual self-directed investors. Your business generally needs to hold registrations appropriate to your jurisdiction (e.g., SEC/FINRA registration in the U.S. if acting as an RIA or broker-dealer).
Unless you have access to Wealthscape, this integration (which is filed based, not API based) won't work.
Can you confirm if you have Wealthscape of the self-direct Fidelity access?
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Retired Wolverine
Conor MacNeil i've never heard of it, so no i dont
R
Realistic Crab
Add me !!!
Conor MacNeil
Hey folks, we now have an active beta available for Fidelity integrations. If you have not been contacted yet, feel free to reach out to conor.macneil@koyfin.com stating your desire for the beta, as well as letting us know the email of your registered Koyfin account, and we can set that up for you.
Conor MacNeil
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