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Planning Solutions
Fidelity & eMoney Integrations*
A unified platform experience to move from planning to action
You can leverage WealthscapeSM and eMoney's tools to move swiftly from planning to action and help your clients identify financial goals, put a plan in place, and then execute on those goals by connecting directly to their Fidelity brokerage accounts.
Fidelity & eMoney Integrations at a Glance
Financial Representative Integrations
- Easy, single sign-on—to move seamlessly between eMoney products and Fidelity's platform.
- Move quickly from planning to action with our joint Transfer of Assets (TOA), Money Movement, Service Request, and Account Maintenance capabilities.
- Open accounts with client data pre-filled from eMoney.
- Easily import clients from Fidelity into eMoney and combine them into Households.
- Ability to access Fidelity brokerage documents from the eMoney Vault.
- Initiate and delegate brokerage tasks such as account opening, TOA, moving money, and account maintenance through a shared task list, and complete those tasks from within eMoney.
End-Investor Integrations
- Easy, single sign-on—to move seamlessly between eMoney products and Fidelity's WealthscapeSM platform.
- Investors can access Fidelity brokerage and regulatory documents like statements and tax forms from the eMoney Vault.
- Investors can view and manage their account profiles from within the eMoney client site.
- Investors can enroll in Electronic Delivery from within the eMoney client site.
- Investors can receive alerts on brokerage activities they need to take action on, such as money movement, account opening, and account maintenance.
- On-demand investor transactions like account opening, TOA, and money movement, make it easier for investors to open and fund Fidelity accounts, saving time and reducing paperwork.
- *eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. The referenced integetrations are between the Wealthscape platform and eMoney Advisor LLC's planning solutions, and may be in conjunction with other Fidelity Investments® technologies.