Fi360 has integrations with many industry partners to import client account holdings. A number 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 partners can offer advisor level authorization just for your clients/plans. These do not require home office approval. Please note, all integrations listed are 'Firm Level' unless noted otherwise.
We import data from three sources (Recordkeepers, Recordkeepers via Custodian, & Custodians/Other). Integration Provider status can be located below:
Recordkeepers
|
Provider Name |
Update Frequency |
Status |
Integration Type |
Notes |
| ADP | - | Active | Retirement | Must receive file directly from BD/RIA (request ADP's standard data file) |
| Advyzon | Monthly | Active | Retirement | - |
|
Alerus |
Daily | Active | Retirement | - |
|
American Funds |
Monthly | Active | Retirement | - |
|
Ameritas |
Monthly | Active | Retirement | - |
|
Ascensus |
Monthly | Active | Retirement | - |
|
Aspire Financial |
Monthly | Active | Retirement | - |
|
AXA |
Monthly | Active | Retirement | - |
|
BB&T |
Monthly | Active (via Ascensus) | Retirement | - |
|
BMO |
Monthly | Active (via OneAmerica) | Retirement | - |
|
BPAS |
Monthly | In Development | Retirement | Expected launch date: Q2 2019 |
|
Daily Access |
Monthly | Active (via Newport Group) | Retirement | - |
|
Empower |
Monthly | Active | Retirement | - |
|
EPIC Retirement Plan Services |
Daily | Active | Retirement | - |
|
ePlan Services |
Monthly | Active | Retirement | - |
|
Fidelity Investments |
- | Active | Retirement |
Must receive file directly from BD/RIA (request Fidelity's standard data file) |
|
First Mercantile |
Monthly | In Development | Retirement |
Expected launch date: Q2/Q3 2019 |
|
Great-West |
Monthly | Active (via Empower) | Retirement | - |
|
John Hancock |
Monthly | Active | Retirement | - |
|
JP Morgan |
Monthly | Active (via Empower) | Retirement | |
|
July Business Services |
Monthly | Active | Retirement | - |
|
Lincoln Financial |
- | In Development | Retirement | Expected launch date: Q2 2019 |
|
MassMutual Retirement Services |
Monthly | Active | Retirement | - |
|
Mutual of Omaha |
Monthly | Active (via Ascensus) | Retirement | - |
|
Nationwide Financial |
Monthly | Active | Retirement | File delivery requires DTCC membership. |
|
Newport Group |
Monthly | Active | Retirement | - |
|
OneAmerica |
Monthly | Active | Retirement | - |
|
Putnam |
Monthly | Active (via Empower) | Retirement | - |
|
Paychex |
Monthly | In Development | Retirement | Expected launch date: June 2019 |
|
PCS |
Monthly | Active | Retirement | - |
|
Securian |
Monthly | Active | Retirement |
- |
|
Security Benefit |
Monthly | Active | Retirement | - |
|
SEI |
Monthly | Active (via Ascensus) | Retirement | Advisor Level feed. Working on Firm Level feed with provider. |
|
TIAA-CREF |
- | Active | Retirement |
Must receive file directly from BD/RIA |
|
TPPKC |
Monthly | In Development | Retirement |
Expected launch date: Q2 2019 |
|
The Principal Financial Group |
- | Active | Retirement |
Must receive file directly from BD/RIA (request Principal's PRBB data file) |
|
The Standard |
Monthly | Active | Retirement | - |
|
Transamerica Retirement Solutions |
Monthly | Active | Retirement | - |
|
Vanguard |
Monthly |
Active (via Ascensus for plans under $20 million) |
Retirement | - |
|
Verisight |
Monthly | Active (via Newport Group) | Retirement | - |
|
Voya |
Monthly | Active | Retirement | - |
Recordkeepers via Custodian
|
Provider Name |
Update Frequency |
Status |
Integration Type |
Notes |
| Benefit Consultants Group | Monthly | Active | Retirement | Advisor Level |
|
Blue Star Retirement |
Monthly | Active | Retirement | Advisor Level |
| CDM Retirement Consultants | Monthly | Active (via Matrix) | Retirement | Advisor Level |
| CUNA Mutual Retirement Solutions | Monthly | Active (via Matrix) | Retirement |
Advisor Level |
| Employee Fiduciary | Monthly | Active | Retirement | Advisor Level |
| Flexible Benefits Systems | Monthly | Active | Retirement | Advisor Level |
| Future Benefits of America | Monthly | Active | Retirement | Advisor Level |
| K Trade | Monthly | Active | Retirement |
Advisor Level feed. Working on Firm Level feed with provider (Q2 2019) |
| Pension Corp | Monthly | Active (via Schwab) | Retirement | Advisor Level |
| Pinnacle Financial Group | Monthly | Active | Retirement | Advisor Level |
| Plan Administrators Inc. | Monthly | Active | Retirement | Advisor Level |
| ProTPA | Monthly | Active - RIA | Retirement | Advisor Level |
| Retirement Strategies Group | Monthly | Active | Retirement | Advisor Level |
| Sentinel | Monthly | Active | Retirement | Advisor Level |
| Spectrum Employee Benefits | Monthly | Active - RIA | Retirement | Advisor Level |
| Summit Benefit Solutions | Monthly | Active - RIA | Retirement | Advisor Level feed. Working on Firm Level feed with provider (Q2 2019) |
| Turning Point | Monthly | Active | Retirement | Advisor Level |
Custodians/Other
|
Provider Name |
Update Frequency | Status | Integration Type | Notes |
|
Charles Schwab Custody Platform |
Monthly | Active | Retirement | Advisor Level |
|
E*TRADE Advisor Services |
Daily | Active | Wealth/Inst. | Advisor Level |
|
Fidelity NFS |
Monthly | In Development |
Retirement & Wealth/Inst. |
Expected launch date: June 2019 |
|
Matrix - MG Trust |
Daily | Active | Retirement | Advisor Level |
|
Mid-Atlantic |
Daily | Active | Retirement | Advisor Level |
| Orion | Daily | Active | Wealth/Inst. | Advisor Level |
| Pershing | Daily | Active | Retirement | Advisor Level |
| Raymond James | Daily | Active | Wealth/Inst. | Advisor Level |
|
Schwab Advisor Services |
Daily | Active | Wealth/Inst. | Advisor Level |
| Shareholder Services Group | Weekly | Active | Wealth/Inst. | Advisor Level |
| TD Ameritrade Institutional | Daily | Active | Wealth/Inst. | Advisor Level |
| TD Ameritrade Trust Company | Daily | Active | Wealth/Inst. | Advisor Level |
| E*TRADE Advisor Services (Formerly Trust Company of America) |
Daily | Active | Wealth/Inst. | Advisor Level |
| Unified Trust | Daily | Active | Retirement | Advisor Level |
*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.