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 partners can 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 (Recordkeepers, Recordkeepers via Custodian, & Custodians/Other). Integration Provider status is located below:
Recordkeepers
|
Provider Name |
Status |
Integration Type |
Notes |
| ADP | Active | Retirement |
BD/RIA Must Send Fi360 the Data File on a Regular Basis Only for BDs and RIAs. |
| Alerus Retirement & Benefits | Active | Retirement | - |
| American Funds | Active | Retirement | Plan Premier, RK Direct, & MultiFund included $0 Balance Funds Not Included With Feed |
| Ameritas | Active | Retirement | - |
| Ascensus | Active | Retirement | Ascensus Individual K & Ascensus IRA included |
| Aspire Financial Services | Active | Retirement | - |
| AXA Equitable | Active | Retirement | - |
| BMO | Active | Retirement | Via OneAmerica |
| Daily Access | Active | Retirement | Via Newport Group |
| Edward Jones | Active | Retirement | Via MassMutual |
| Empower | Active | Retirement | - |
| Epic Retirement Plan Services | Active | Retirement | Both Firm Level & Advisor/Plan Level Authorization are available. |
| ePlan | Active | Retirement | - |
| Fidelity | Active | Retirement |
BD/RIA Must Send Fi360 the Data File on a Regular Basis Only for BDs and RIAs. |
| First Mercantile | Active | Retirement | Via MidAtlantic |
| Great-West | Active | Retirement | Via Empower |
| Guardian | Active | Retirement | Via Ameritas |
| Hartford | Active | Retirement | Via MassMutual |
| John Hancock | Active | Retirement | RPS & Signature GA |
| July Business Services | Active | Retirement | - |
| Ktrade | Active | Retirement | Advisor/Plan Level Authorization Required |
| Lincoln Financial | Active | Retirement | Only Available at Broker-Dealer level. Not Available for Banks/RIAs |
| MassMutual | Active | Retirement | - |
| Mutual of Omaha | Active | Retirement | Via Ascensus |
| Nationwide | Active | Retirement |
Requires Your BD/RIA To Have An Existing DTCC (Depository Trust & Clearing Corp) Membership |
| Newport Group | Active | Retirement | - |
| OneAmerica | Active | Retirement | - |
| Paychex | Active | Retirement |
Available via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level |
| PCS | Active | Retirement | - |
| Principal | Active | Retirement |
BD/RIA Must Send Fi360 the Data File on a Regular Basis Only for BDs and RIAs. |
| Putnam | Active | Retirement | Via Empower |
| Securian | Active | Retirement | - |
| Security Benefit | Active | Retirement | - |
| Summit Benefit Solutions | In Development | Retirement | - |
| The Standard | Active | Retirement | - |
| TIAA | Active | Retirement | BD/RIA Must Send Fi360 the Data File on a Regular Basis |
| TPP | Active | - | |
| Transamerica | Active | Retirement | $0 Balance Funds Not Included With Feed |
| Union Central | Active | Retirement | Via Ameritas |
| Vanguard | Active | Retirement | Via Ascensus - For plans under $20 million |
| Verisight | Active | Retirement | Via Newport Group |
| Voya | Active | Retirement | - |
Recordkeepers via Custodian
Please note, we receive many additional recordkeepers 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 recordkeepers, please move forward with the appropriate custodian in order to obtain the applicable plans.
Custodians/Other
|
Provider Name |
Status |
Integration Type |
Notes |
| 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 |
| TD Ameritrade Institutional | 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.