Fidelity WealthscapeSM Integration Update: Account Profiles

We are constantly seeking ways to deepen the integration with WealthscapeSM to increase utilization, drive client satisfaction and further improve overall experience.

Last month, clients gained the ability to open accounts on their eMoney platform through a new streamlined account opening process.

Today, clients with Traditional and Digital Brokerage Accounts can manage their Account Profiles from within their eMoney Client Site. With simplified access to their Fidelity Account Profiles, your clients can manage all their Fidelity accounts in one place, creating a simpler and more intuitive process for managing and monitoring their wealth.

Here’s how the process will work:

With the Fidelity WealthscapeSM integration enabled, your clients can simply go to Organizer and select Accounts.

Once on the Account page, they can choose any Traditional or Digital Fidelity account, and select Manage account profile.

From here, they can update the Settings and Profile information for the account.

Haven’t enabled the Fidelity WealthscapeSM integration yet? View our detailed instructions on Enabling the Integration for Broker-Dealers and RIAs, or check out our complete Fidelity Integration User Guide for steps on launching and using the integration.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.