Salentica Data Broker - Fidelity Wealthscape℠

Sep 16, 2021

See real-time account data within Engage

Utilize your Fidelity Wealthscape℠ credentials to access Custodian Live Data on your Fidelity accounts. The iframe includes the following details:

Account Summary

The Account Summary object reports a large amount of Fidelity Wealthscape℠ summary information for the account being viewed.

Noteworthy features of this object:

Contacts – The names of associated contacts are linked here and will launch a new window showing contact information when clicked.
Email – When available, the email account associated with the contact is displayed here. When clicked, it will open a separate email window with the email pre-loaded for contacting the contact.
Scroll Bar – The Profile Report is a large report on the Financial Account and further details are available by scrolling to the bottom of the report.

The Account Balances object reports Fidelity Wealthscape℠ account balances for the account currently being viewed.

Noteworthy features of this object:

Balances reflect the intraday activity. Note the date and time of the balances in the top right corner of the object.
If the account is margin enabled, the lower portion of the object will show Margin Details. Otherwise, this info is hidden to avoid clutter.

The Account Positions object reports Fidelity Wealthscape℠ account positions for the account currently being viewed.

Noteworthy features of this object:

Positions reflect intraday activity, including trades and dividends. Note the date and time of the positions in the top right corner of the object.
The filters in the top portion will allow narrowing down the information and requesting a new subset of data from Fidelity. While filtered, the account totals will not be displayed, to avoid confusion with the reduced data being displayed.

The Account Transactions object reports Fidelity Wealthscape℠ account transaction information for the account being viewed.

Noteworthy features of this object:

Filters – The data can be filtered by multiple criteria and then the user can click Apply Filter. When filters are applied or reset, the screen will request a new set of data from Fidelity Wealthscape℠
Transactions – The description field is clickable wherever details are available. The link will open a new window with transaction details.