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Get the required permissions

Open Settings → Custodian → Fidelity in Slant. The setup dialog walks you through each step and saves your progress, so you can close it and come back. Ask your Fidelity firm administrator for both permissions:
  • Integration Xchange_OutboundTransmissionsRulesManagement to view transmission rules.
  • Integration Xchange Admin Outbound Transmission Rules Management to add or delete transmission rules.
In Wealthscape, open Menu → Resources → Fidelity Integration Xchange. Confirm in Slant once you or your firm administrator have the required access.

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Add account selections and choose books

Add one account group for each selection you want to route independently. For Custody accounts, enter a G number. For Clearing or broker-dealer accounts, enter your Super Branch or 3030# (Corr ID), plus the branch, rep or other selection fields you use in Fidelity. Slant then lists your books for each group. Choose which books should receive those accounts; you can change the book assignments later in Books & codes. If you use a Super Branch by itself, Fidelity includes all accounts associated with it and asks you to confirm that’s what you want. For help with a particular field, open My Firm’s Integrations → Outbound Transmission Rules → Help. Slant provides a different Header for each account group, in the form SLANT- followed by 12 letters and numbers. Copy the exact header shown for that group when creating its rule. The header connects the delivered accounts to the books you chose. Keep each group’s header paired with its displayed selection; do not reuse a header for a different selection or reuse a previous provider’s header.

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Submit the transmission rule

Once your account groups and books are saved, repeat these steps for each group, using its displayed header and selection:
  1. In Fidelity Integration Xchange, open My Firm’s Integrations → Outbound Transmission Rules → Add Rule.
  2. Select PAGEPORT- DBA SLANT as the Entity Name.
  3. Select + Add Header and enter the exact header Slant shows you. If that header already exists, select it from the dropdown. Fidelity allows up to 20 characters, including spaces.
  4. Enter the exact G number or Clearing selection shown beside that header, in the matching fields.
  5. Select Next. On Data Masking, select No for every field so nothing is masked, then select Next again. This includes SSN/TIN/CUST ID, names, address, ZIP code, phone, email, dates of birth/death, and credit card/bank fields.
  6. Review the destination, header, accounts included and unmasked settings. Enter your full name and select Confirm.
  7. Back in Slant, enter the date you confirmed the rule.
Submitting a rule records your release request. Slant still needs to verify the released data before the connection is ready. Fidelity delivers daily account, balance, position and activity files once the rule is live. Initial ingestion also needs a complete lot snapshot, normally delivered with Friday’s data.

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Help with Fidelity

Check the Entity Name dropdown in Add Rule for PAGEPORT- DBA SLANT. This dropdown is the complete self-service list; the Fintech Marketplace does not list every entity. If the destination is missing, contact your Fidelity Relationship Manager or transmissioninstalls@fmr.com.
To change only the destination books, update the group’s book assignments in Slant. To change the account selection, add a new account group in Slant and create a replacement rule in Fidelity using its new header. Review the included accounts before removing the old group and rule.
Contact your Fidelity Relationship Manager or Client Manager, or email transmissioninstalls@fmr.com. For help with Slant, email hannah@slant.app.