How To: Submit a transaction to Fidelity – Advisor360 Express

What do you need to do in order to generate a Fidelity account number and automatically send the completed Fidelity transaction after your client has signed?

Wealthscape

A key component to a successful Fidelity transmission after your client(s) have signed is validating your Wealthscape credentials. Here are a few things to remember;

Generate an access token by entering your Wealthscape Credentials under personal settings (Appendix A). Note: your access token will expire if more than 30 days have passed since using Advisor360 Express to submit a Fidelity transaction.
Fidelity Account Numbers are generated after your client(s) has signed.
In addition to generating an account number, Advisors/Client Service Reps will need to select “review”*** next to the applicable Fidelity signature pages.

Appendix A

Step 1) On the top right, expand the Personal Settings Menu under "Welcome [Your Name]" and click "Integration Credentials"

Step 2) On the new tab that has opened, select "Fidelity"

Step 3) Enter your Wealthscape credentials

Successful Validation- Hit OK

How to re-enter a newer password

- Clean the cache of your browser (at least - "Last 4 weeks" of cache), and follow the steps on the Appendix A again. The Wealthscape login page will display again.

Steps to clear your cache in your Chrome Browser:

1.) Access link -> chrome://settings/clearBrowserData

Or At the top right, click More Delete browsing data.