Available Data Integration Providers

Overview: This article serves as a reference guide for Fi360 users to identify which data integration providers are available for importing client account holdings into the platform. Its purpose is to explain how Fi360’s integrations work, outline the types of authorization required to access provider data, and direct users to the appropriate process for enabling integrations.

For more information on submitting an integration provider request, click here. 

For important information about integration requests, including timelines, click here. 

Fi360 integrates with many industry partners to import client account holdings. Most integration providers require firm-level authorization, which means that if you are affiliated with a broker/dealer or large RIA, home office approval is typically required to establish the integration connection.

 

Some providers may also offer advisor-level authorization for specific clients or plans. These integrations do not require home office approval. Unless otherwise noted, all integrations should be considered firm-level.

Fi360 imports data from three sources: recordkeepers, recordkeepers via custodians, and custodians/other. Integration provider statuses are located in the tables below. 

 

Skip to...Recordkeepers, Recordkeepers via Custodian

Recordkeepers

Provider Name	Authorization Forms/Type	Status	Notes
ADP	Integration Instructions	Active	BD/RIA Must Send Fi360 the ADP Data File on a Regular Basis ADP requires a 5 plan minimum. Only for BDs and RIAs.
Alerus Retirement & Benefits	Integration Instructions	Active	-
American Funds	Firm Level Authorization   Plan Sponsor Authorization	Active	Plan Premier, RK Direct, & MultiFund
Ameritas	Firm Level Authorization	Active	-
Ascensus	Firm Level Authorization	Active	Ascensus Individual K & Ascensus IRA
Betterment	Admin must Request from Betterment website	Active	NO AUTH FORM - ADMIN MUST REQUEST VIA BETTERMENT WEBSITE
BlueStar is now AMERITAS	Integration Instructions	Active	-
BMO	Broker Dealer Authorization  RIA Authorization	Active	Via OneAmerica
BPAS	Firm Level Authorization	Active
Empower	Firm Level Authorization	Active	-
Epic Retirement Plan Services	Firm Level Authorization	Active	Both Firm Level & Advisor/Plan Level Authorization are available.
ePlan	Integration Instructions	Active	-
Equitable	Integration Instructions	Active
Fidelity	Integration Instructions	Active	Only for BDs and RIAs.
First Mercantile	Firm Level Authorization  Plan Level Authorization	Active	Via MidAtlantic
Great-West	Firm Level Authorization	Active	Via Empower
Guardian	Firm Level Authorization	Active	Via Ameritas
Guideline	Firm Level Authorization	Active	Firm Level
John Hancock	RPS Mutual Funds Authorization Signature GA Authorization	Active	Enterprise (RPS mutual fund) & Signature GA plans
July Business Services	Firm Level Authorization	Active	-
Ktrade	Integration Instructions	Active	Advisor/Plan Level Authorization Required
Lincoln Financial	Firm Level Authorization	Active	Only Available at Broker-Dealer level.  This is not Available for Banks/RIAs
LPL		Active	Available to LPL Advisors Only
Mutual of Omaha	Firm Level Authorization	Active	Via Ascensus
Nationwide	Integration Instructions	Active	-
OneAmerica	Broker Dealer Authorization  RIA Authorization	Active	via Voya authorizations team
Paychex	Firm Level Authorization  Plan Level Authorization	Active	Available ONLY via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level
PCS/Aspire	Send a request to [e-mail]	Active	Firm Level
Pentegra		Active	Via Reliance Trust
Principal		Active	BD/RIA Must Send Fi360 the Principal Data File on a Regular Basis Principal requires a 5 plan minimum Only for BDs and RIAs
Putnam	Firm Level Authorization	Active	Via Empower
Security Benefit	Firm Level Authorization	Active	BROKER DEALER APPROVAL REQUIRED
SEI	Firm Level Authorization	Active	Firm Level
Summit Benefit Solutions		In Development	-
The Standard	Firm Level Authorization	Active	-
TIAA		Active	BD/RIA Must Send Fi360 the TIAA Data File on a Regular Basis
TPP		Active	-
T. Rowe Price	Firm Level Authorization	Active
Transamerica	Firm Level Authorization	Active	$0 Balance Funds Not Included With Feed
Union Central	Firm Level Authorization	Active	Via Ameritas
Vanguard	Firm Level Authorization	Active	Via Ascensus - For plans under $20 million
Verisight	Firm Level Authorization	Active	Via Newport Group
Vestwell	Please contact your Relationship Mgr. at Vestwell to request this integration.	Active	Firm Level
Voya	Firm Level Authorization	Active	-

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Recordkeepers via Custodian

Please note, we receive many additional record keepers via Schwab, Matrix, Mid-Atlantic Trust, Pershing, and Unified Trust, of which all require advisor/plan level authorization for the release of plan information.  In order to utilize these record keepers, please move forward with the appropriate custodian authorization process in order to obtain the applicable plans.

Provider Name	Status	Integration Type	Notes
American Trust Custody FIRM LEVEL FORM PLAN LEVEL/SPONSOR FORM	Active	Retirement	Available ONLY via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level
Charles Schwab Custody Platform	Active	Retirement	Advisor/Plan Level Authorization   request via email at: [e-mail]
E*Trade	Active	Wealth/Inst.	Formerly known as 'Trust Company of America'
Fidelity NFS	Active	Ret./Wealth/Inst.	-
Matrix Trust, A Broadridge Financial Solutions Company	Active	Retirement	Both Firm Level & Advisor/Plan Level Authorization are available. RecordKeepers Available Via Matrix
Mid-Atlantic Trust Company FIRM LEVEL FORM PLAN LEVEL/SPONSOR FORM	Active	Ret./Wealth	Firm and Advisor/Plan Level Authorization
Orion	Active	Wealth/Inst.	Advisor/Plan Level Authorization $0 Balance Funds Not Included with Feed
Pershing Retirement Plan Network	Active	Retirement	Advisor/Plan Level Authorization
Raymond James	Active	Wealth/Inst.	Advisor/Plan Level Authorization
Reliance Trust	Active	Retirement	Advisor/Plan Level Authorization
Schwab Advisor Services	Active	Wealth/Inst.	Advisor/Plan Level Authorization
Unified Trust Company	Active	Retirement	Advisor/Plan Level Authorization

*expected launch dates may be subject to change

If you don't see a provider listed here, make a request on the Integration request page.