AdvisorEngine CRM can SSO (Single Sign On) from the AE CRM home screen to Fidelity Wealthscape, and from linked CRM accounts to the Fidelity Account. To set up the integration the following steps must be completed:
Once completed, the integration is ready for use. See Account Integration below for details of what is possible at the Account level once the integration is established.
Within Fidelity, initiate a Service Request through the Service Center.
Once completed, Fidelity will contact AdvisorEngine to enable the integration for your Firm. AE Support will reach out to you to confirm the integration is available. You will not be able to proceed with Step 3 below until this is done.
Fidelity requires that Multi Factor Authentication (MFA) be enabled for your firm in AE CRM to set up and use the Fidelity integration. When MFA is enabled, users must enter a code which is sent by text message at each login.
If MFA is not yet enabled for your firm, please reference the following help article on how to set up and use Multi-Factor Authentication:
Each user that wishes to make use of the Fidelity integration must enable the feature through their User Profile in AE CRM and then enter their Fidelity credentials on first use.
Navigate to User > View Profile > User Preferences.
Clickin the upper right, then on the Fidelity line. Finally, select the appropriate Fidelity site for your use.
Be sure tothese changes in the upper right before navigating from the User Preferences page.
After saving this change, the Fidelity tile will appear on the AE CRM Home screen and become an option from the Integrations menu of the Site Navigation.
The first time this tile is selected, the User will be prompted to enter their Fidelity Wealthscape credentials. Future uses of the tile will automatically take the User to their default Fidelity Wealthscape homepage.
Additionally, information on specific accounts may be accessed directly from the details page of an Asset in AE CRM. Three criteria must be met for the integration to function:
You will then be able to access a number of Fidelity Wealthscape functions directly from the Account using the Wealthscape drop-down list on the Asset details page.