You can connect Fidelity Wealthscape to Koyfin to import client accounts into Client Portfolios and create reports and proposals.

Follow the steps below to complete the setup.

Note: Custodian integrations are available on the Advisor Core plan. Connecting more than one custodian is available on the Advisor Pro plan.

How to set up the Fidelity Wealthscape integration in Koyfin

Follow these steps in Wealthscape to allow Fidelity to send account data to Koyfin.

1. Open Integration Xchange

  1. Log into Wealthscape
  2. On the home screen, scroll to Resources and select Integration Xchange

If you do not see Integration Xchange, ask your firm admin to enable these permissions:

  • Integration Xchange Admin Outbound Transmission Rules Management
  • Integration Xchange_OutboundTransmissionsRulesManagement

2. Add a new transmission rule

  1. In Integration Xchange, open My Firm’s Integrations in the top menu
  2. Select Outbound Transmission Rules
  3. Click Add Rule

Fill out the fields:

  • Entity Name: Select Koyfin Inc
  • Header: Click + Add Header, then go to the Koyfin Profile → Integrations page, click Connect in the Fidelity section, copy the header shown there, and paste it exactly as provided.
  • G Number: Enter your firm’s G Number

Leave Product Class and Platform Source empty unless instructed by Fidelity.

Click Next

3. Set data masking

To ensure Koyfin receives a usable account name, adjust the masking options as follows.

Keep these fields unmasked (set to No):

  • First Name
  • Middle Name
  • Last Name
  • Address

Keep these fields masked (set to Yes):

  • SSN / TIN / Customer ID
  • Phone Number
  • Email
  • Date of Birth or Date of Death
  • Bank or credit card numbers
  • Credit card expiration

Click Next

4. Confirm the rule

  1. Review the details
  2. Enter your full name
  3. Click Confirm

Your part is done. After the rule is created:

  • Fidelity will begin sending your firm’s files to Koyfin
  • Koyfin will process the files as soon as they arrive

Processing starts only after Fidelity sends the first file, which they currently process over the weekend.

After Setup

Fidelity processes new requests once per week, over the weekend.

This means that your Fidelity connection will be enabled on the following Monday.

After Connecting

Once the connection is verified, Koyfin automatically pulls all your accounts from Fidelity at the next scheduled overnight sync.

Your accounts will appear in Client Portfolios with the following defaults:

  • Each account is created as an individual portfolio, named after the account in Fidelity.
  • The Source column shows which integration the account came from.
  • All imported accounts are placed under No Household.

Any new accounts added on the Fidelity side will also be pulled in automatically during the next sync.

Organizing Your Accounts

  • Moving a single item: In Client Portfolios, hover over the account or portfolio you want to move, click the ⋯ menu, and select Move to.
  • Moving multiple items at once: Select the checkboxes next to the accounts or portfolios you want to move, click Bulk Actions above the table, and select Move to. In the modal that appears, choose an existing household or portfolio, or create a new one.

You can move accounts into portfolios, and portfolios into households. When moving in bulk, you can only move items of the same type in a single action.

Any structure you set up is preserved automatically. Overnight updates and new accounts coming in from Fidelity will not change your existing organization.

Data Updates and Manual Sync

Account holdings and positions are updated automatically overnight with the latest data from Fidelity.

To refresh an account during the day, you can trigger a manual sync in two ways:

  • From the Client Portfolios page, hover over the account, click the ⋯ menu, and select Sync Account.
  • Or open the account and click the Sync Account button in the top bar.

After syncing, the Last Updated column will reflect the latest refresh time.

Note: Integrated accounts are read-only to ensure data stays consistent with Fidelity. You can duplicate an account to create an editable copy.

If you have any questions, feel free to reach out to our customer support at help@koyfin.com.