PAIR THE GROWTH PLATFORM WITH FIDELITY
Nitrogen + Fidelity
Sync your custodial data from Fidelity straight into your Nitrogen account! Now, advisors can make real-time, data-driven decisions using Nitrogen’s analytics while benefiting from a streamlined client management system.
How it Works
Advisors can import new client profiles and link existing ones from Nitrogen into Fidelity. The best part: once you’re connected, Nitrogen automatically pulls account holdings on a daily basis to ensure everything is kept up to date.
Integration Includes:
- The ability to pull holdings: sync client account holdings from Fidelity into Nitrogen on a regular basis. Every time you log in to Nitrogen, you should see the client’s up-to-date holdings in that client’s active portfolio.
- Create Nitrogen client profiles from a Fidelity clients.
- Link existing Nitrogen clients into a Fidelity client.
Get Nitrogen and Fidelity integrated
The first step towards integrating your client accounts is to request permission to have your data sent to Nitrogen. This can be accomplished by logging into Fidelity Integration Xchange and completing a new Outbound Transmission Rule. You can learn more about this process in our knowledge base article.
Learn More
To learn more about the Nitrogen and Fidelity integration, visit our knowledge base article, or contact us.
GET YOUR INTEGRATION REPORT
Want to try our interactive tech stack builder?
With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!