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 | 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 | Active | Retirement | - | |
| American Funds | Active | Retirement | Plan Premier, RK Direct, & MultiFund |
|
| Ameritas | Active | Retirement | - | |
| Ascensus | Active | Retirement | Ascensus Individual K & Ascensus IRA | |
| Aspire Financial Services | Active | Retirement | Aspire now comes through PCS. | |
| AXA Equitable | Active | Retirement | - | |
| BlueStar | 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 |
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. |
|
| LPL | Active | Retirement |
Available to LPL Advisors Only |
|
| 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 ONLY via Mid Atlantic Trust. Available at BD/RIA level or Plan Sponsor level |
|
| PCS | 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 | 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 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. |
| 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.