Fidelity and eMoney* Integrations

Strengthening investor-advisor engagement

Current integrations and enhancements

Single sign-on

Allows advisors to move seamlessly between eMoney products and Fidelity's platform.

Streamlined client import

Select clients can be imported from Fidelity’s platform and accessed in eMoney without any manual data entry.

Enhanced investor self-registration

With a single click, advisors can see all their accounts in one place.

eMoney Vault

Investors can easily access Fidelity regulatory documents, like statements and tax forms from the eMoney Vault.

Planned integrations

Links between eMoney and Fidelity’s platform that further improve moving from planning to action include:

  • Account Opening Prefill
  • Performance Measurement
  • Paperless Account Opening
  • Money Movement
  • Advisor account-opening prefill
  • Advisor planning to action
  • Account maintenance
  • Performance measurement*
  • Alerts
  • Paperless transfer of assets
  • eDelivery

Additional Resources


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