Details regarding Fi360's Integration Provider Options

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 Classic Toolkit. 

 

 

Have more questions? Submit a request