Fi360 has established integration relationships with many leading firms in order to simplify and streamline the client account creation and account update processes, saving you valuable time.
To add an integration to your account, go to the top right corner of your screen, click the Application Management icon (gear), and select Integration Providers.
1. Click the 'Add New Provider' button.
2. Select the desired provider from the drop-down and follow the textual instructions provided on the page then click the blue CREATE button in the lower right of the window.
PLEASE NOTE THE FOLLOWING:
*** In the instructions: any Broker Dealer (BD)/RIA distinction relative to the request process
***For each Provider: most Providers have their own specific process and/or form you need to fill out. ***Failure to follow these instructions will delay the set-up of your integration.
3. Once the provider request has been submitted per the textual instructions (per Provider), your request will go into a 'Pending' status until approved by the Provider and Fi360. Once your data is available your 'Pending' request will switch to an 'Approved' status. The setup process may take 6 - 8 weeks. If you have not heard from us in this time frame please reach back out to us at Fi360Integrations@broadridge.com.