Fi360 has integrations with many industry partners to import client account holdings. We are continuously working with our partners to improve monthly data feeds. With that being said, the below providers do not currently include $0 balance funds in the plan/account portfolio:
- American Funds
- Nationwide (if there are no asset values at the initial set-up of the integration)
- OneAmerica BMO
We will continue to update this list as data provider files are upgraded.