Fi360 has integrations with many industry partners to import client account holdings. The majority of integration providers require FIRM LEVEL integration authorization. This means that if you are affiliated with a Broker/Dealer or large RIA, the provider will require home office approval for the integration connection. In addition, some providers may offer advisor level authorization just for your clients/plans. These do not require home office approval. Please note, all integrations are considered 'Firm Level' unless noted otherwise.
We import data from three sources (Record keepers, Record keepers via Custodian, & Custodians/Other). Integration Provider status is located below:
Recordkeepers
|
Provider Name |
Authorization Forms/Type |
Status |
Integration Type |
Notes |
| ADP | Integration Instructions |
Active | Retirement |
BD/RIA Must Send Fi360 the Data File on a Regular Basis Only for BDs and RIAs. ADP requires a 5 plan minimum. |
| Alerus Retirement & Benefits | Integration Instructions |
Active | Retirement | - |
| American Funds | Active | Retirement | Plan Premier, RK Direct, & MultiFund |
|
| Ameritas | Firm Level Authorization |
Active | Retirement | - |
| Ascensus | Firm Level Authorization |
Active | Retirement | Ascensus Individual K & Ascensus IRA |
| AXA Equitable | Firm Level Authorization | Active | Retirement | - |
| BlueStar is now AMERITAS | Integration Instructions |
Active | Retirement | - |
| BMO | Active | Retirement | Via OneAmerica | |
| BPAS |
Firm Level Authorization |
Active |
Retirement |
|
| Daily Access | Firm Level Authoriztion |
Active | Retirement | Via Newport Group |
| Edward Jones | Firm Level Authorization |
Active | Retirement | Via MassMutual |
| Empower | Firm Level Authorization |
Active | Retirement | - |
| Epic Retirement Plan Services | Firm Level Authorization | Active | Retirement | Both Firm Level & Advisor/Plan Level Authorization are available. |
| ePlan | Integration Instructions |
Active | Retirement | - |
| Fidelity | Integration Instructions |
Active | Retirement |
Only for BDs and RIAs. |
| First Mercantile | Active | Retirement | Via MidAtlantic | |
| Great-West | Firm Level Authorization | Active | Retirement | Via Empower |
| Guardian | Firm Level Authorization | Active | Retirement | Via Ameritas |
| Hartford | Firm Level Authorization | Active | Retirement | Via MassMutual |
| John Hancock | Active | Retirement | RPS & Signature GA | |
| July Business Services | Firm Level Authorization | Active | Retirement | - |
| Ktrade | Active | Retirement | Advisor/Plan Level Authorization Required | |
| Lincoln Financial | Firm Level Authorization | Active | Retirement |
Only Available at Broker-Dealer level. |
| LPL | Active | Retirement |
Available to LPL Advisors Only |
|
| MassMutual | Firm Level Authorization | Active | Retirement | - |
| Mutual of Omaha | Firm Level Authorization | Active | Retirement | Via Ascensus |
| Nationwide | Active | Retirement |
- |
|
| Newport Group | Firm Level Authorization | Active | Retirement | - |
| OneAmerica | Active | Retirement | - | |
| Paychex | Active | Retirement |
Available ONLY via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level |
|
| PCS/Aspire | Firm Level Authorization | Active | Retirement | - |
| Pentegra | Active |
Retirement |
Via Reliance Trust |
|
| Principal | Active | Retirement |
BD/RIA Must Send Fi360 the Data File on a Regular Basis Only for BDs and RIAs. Principal requires a 5 plan minimum. |
|
| Putnam | Firm Level Authorization | Active | Retirement | Via Empower |
| Security Benefit | Firm Level Authorization | Active | Retirement | BROKER DEALER APPROVAL REQUIRED |
| SEI |
Firm Level Authorization |
Active |
Retirement |
Firm Level |
| Summit Benefit Solutions | In Development | Retirement | - | |
| The Standard | Firm Level Authorization | Active | Retirement | - |
| TIAA | Active | Retirement | BD/RIA Must Send Fi360 the Data File on a Regular Basis | |
| TPP | Active | - | ||
| T. Rowe Price | Firm Level Authorization | Active | Retirement | |
| Transamerica | Firm Level Authorization | Active | Retirement | $0 Balance Funds Not Included With Feed |
| Union Central | Firm Level Authorization | Active | Retirement | Via Ameritas |
| Vanguard | Firm Level Authorization | Active | Retirement | Via Ascensus - For plans under $20 million |
| Verisight | Firm Level Authorization | Active | Retirement | Via Newport Group |
| Voya | Firm Level Authorization | Active | Retirement | - |
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.
Custodians/Other
|
Provider Name |
Status |
Integration Type |
Notes |
|
American Trust Custody |
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 |
| 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. |
|
Mid-Atlantic Trust Company |
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 |
| Shareholder Services Group | 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.