In order to establish the data feed with Fidelity Investments you will need to authorize each G Number using Integration Xchange. If you do not have this capability already, then you will need to contact your Fidelity admin for the following entitlements:
“Integration Xchange_OutboundTransmissionsRulesManagement” entitlement
“Integration Xchange Admin Outbound Transmission Rules Management” entitlement
Your firm’s user admin or the Fidelity Client Service Team should be able to assist you with adding these entitlements. Once both entitlements have been added, you can process the request in Integration Xchange.
Step 1. - Login to Fidelity Wealthscape
Step 2. - Go to Integration Xchange
From Wealthscape, select Resources, then Integration Xchange. Within Integration Xchange, select Outbound Transmission Rules under “My Firms Integrations”.
Under the Outbound Transmission Rules page in Integration Xchange, you will see the list of your firm’s current G Number rules.
Select “Add Rule”.
Step 3. - Add New Outbound Transmission Rule
Entity Name Field: Type the full name: “Bridge Financial Technology, Inc” It is important that the entire name is typed here otherwise NFS will not send us the data.
Header Field: Select +Add Header then input the G Number or Broker Dealer number (3030#). This is required for the BridgeFT Team to identify accounts associated with your request.
G Number Field: Input the Advisor’s G Number or Broker Dealer number (3030#).
Please note that per the steps above, the G Number or Broker Dealer number must be entered twice in order for BridgeFT to receive the data, once in the Header field and again in the G Number field.
Step 4. - Decline Data Masking Options
Next, please designate the following fields as “No” so that they are not masked when being sent to BridgeFT:
Step 5. - Confirm Details
Finally, review the transmission rule details, enter your full name, and select Confirm.
⚠️Note
Please note the above instructions state initialization for 1 G-number. If multiple G-numbers are required, you must repeat the steps for each G-number.