Available Data Integration Providers

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	Firm Level Authorization Plan Sponsor Authorization	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	Integration Instructions	Active	Retirement	-
BMO	Broker Dealer Authorization  RIA Authorization	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	Firm Level Authorization  Plan Level Authorization	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	RPS Mutual Funds Authorization Signature GA Authorization	Active	Retirement	RPS & Signature GA
July Business Services	Firm Level Authorization	Active	Retirement	-
Ktrade	Integration Instructions	Active	Retirement	Advisor/Plan Level Authorization Required
Lincoln Financial	Firm Level Authorization	Active	Retirement	Only Available at Broker-Dealer level. This is not Available for Banks/RIAs
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	Integration Instructions	Active	Retirement	Requires Your BD/RIA To Have An Existing DTCC (Depository Trust & Clearing Corp) Membership
Newport Group	Firm Level Authorization	Active	Retirement	-
OneAmerica	Broker Dealer Authorization  RIA Authorization	Active	Retirement	-
Paychex	Firm Level Authorization  Plan Level Authorization	Active	Retirement	Available ONLY via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level
PCS	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
Securian	Firm Level Authorization	Active	Retirement	-
Security Benefit	Firm Level Authorization	Active	Retirement	-
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		-
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
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. RecordKeepers Available Via Matrix
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.