Fi360 can automatically import client account data from the following sources. If you don't see a provider listed here, you can make a request on the Integration request page.
Data can be imported from three source types:
- Custodians (Wealth/Institutional and Retirement plan)
- Recordkeepers
- Recordkeepers via Custodian
Important note: Many of the Recordkeeper integrations 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. Please contact Fi360 Support to see if we already have approval for your Firm.
Custodians
| Provider name | Data update frequency/Date | Integration type | Authorization type |
| Charles Schwab Custody Platform | Monthly (6th business day) | Retirement Plan | Advisor |
| Matrix Financial Solutions | Monthly (6th business day) | Retirement Plan | Advisor |
| Mid Atlantic Trust Company | Daily | Retirement Plan | Advisor |
| Raymond James | Daily | Wealth/ Inst. | Advisor |
| Schwab Advisor Services | Daily | Wealth/ Inst. | Advisor |
| Shareholder Services Group | Weekly (Mondays) | Wealth/ Inst. | Advisor |
| TD Ameritrade Institutional | Daily | Wealth/ Inst. | Advisor |
| TD Ameritrade Trust Company | Daily | Retirement Plan | Advisor |
Recordkeepers
| Provider name | Data update frequency/ Date | Integration type | Authorization type |
| American Funds | Monthly (10th business day) | Retirement Plan | Firm |
| Ascensus | Monthly (15th business day) | Retirement Plan | Firm |
| Aspire Financial | Monthly (6th business day) | Retirement Plan | Firm |
| Empower Retirement | Monthly (6th business day) | Retirement Plan | Firm |
| EPIC Advisors | Daily | Retirement Plan | Advisor |
| Newport Group | Monthly (6th business day) | Retirement Plan | Advisor |
| Unified Trust | Monthly (6th business day) | Retirement Plan | Advisor |
Recordkeepers via Custodian
| Provider name | Data update frequency/ Date | Integration type | Authorization type |
| CUNA Mutual (via Matrix) | Monthly (6th business day) | Retirement Plan | Advisor |
| Employee Fiduciary (via various cust.) | Monthly (6th business day) | Retirement Plan | Advisor |
| July Business Services (via various cust.) | Monthly (6th business day) | Retirement Plan | Advisor |
| PCS 401k (via various cust.) | Monthly (6th business day) | Retirement Plan | Advisor |
| Plan Administrators Inc. (via various cust.) | Monthly (6th business day) | Retirement Plan | Advisor |
| Other Independent RKs and TPAs (via various cust.) | Monthly (6th business day) | Retirement Plan | Advisor |
Learn more about using data integrations in the Fi360 Fiduciary Focus Toolkit.
Learn more about using data integrations in the Fi360 Classic Toolkit.