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. If the integration is noted as Firm direct delivery, please contact Fi360 Support to discuss the availability of this integration.
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 |
| Trust Company of America | Daily | Wealth/ Inst. | Advisor |
Recordkeepers
| Provider name | Data update frequency/ Date | Integration type | Authorization type |
| ADP | Monthly | Retirement Plan | Firm direct delivery |
| Alerus Retirement and Benefits | Daily | Retirement Plan | Firm |
| American Funds | Monthly (10th business day) | Retirement Plan | Firm |
| Ascensus (incl. Vanguard plans > $20m) | 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 |
| Fidelity | Monthly | Retirement Plan | Firm direct delivery |
| John Hancock | Monthly | Retirement Plan | Firm direct delivery |
| Newport Group | Monthly (6th business day) | Retirement Plan | Advisor |
| Principal | Monthly | Retirement Plan | Firm direct delivery |
| Securian | Monthly | Retirement Plan | Firm direct delivery |
| Transamerica | 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 |
| Paychex (via Mid Atlantic) | 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.