> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Release Fidelity data to Slant

> Authorize Slant to receive Fidelity Investments account data on your behalf.

After you add your Fidelity advisor code (G Number) in Slant, you need to authorize Fidelity to release your account data. Fidelity handles this through an **Outbound Transmission Request** in the Integration Xchange portal.

<Note>
  ROI processing timeline: **5–8 business days** after submission.
</Note>

## Prerequisites

To submit the request you need two entitlements from your Fidelity admin or the Fidelity Client Service Team:

* **Integration Xchange\_OutboundTransmissionsRulesManagement**
* **Integration Xchange Admin Outbound Transmission Rules Management**

Your firm's user admin or the Fidelity Client Service Team can add these for you.

## Submit the outbound transmission request

<Steps>
  <Step title="Open Outbound Transmission Rules">
    From Wealthscape, go to **Resources → Integration Xchange → My Firm's Integrations → Outbound Transmission Rules**. You'll see the list of your firm's current G Number rules.
  </Step>

  <Step title="Add a rule">
    Click **Add Rule**.
  </Step>

  <Step title="Fill in the entity details">
    Complete the following fields:

    * **Entity Name:** Slant CRM
    * **Header Field:** click **+Add Header**, then enter the **G Number** (or **Broker Dealer number `3030#`**)
    * **G Number Field:** enter the same **G Number** (or **Broker Dealer number `3030#`**)

    The G Number must be entered *twice* — once in the Header field and once in the G Number field. Otherwise Fidelity won't deliver the data.

    <Warning>
      If you're using a Broker Dealer number (`3030#`), you'll also need to add **every Registered Rep Number** (3-digit alphanumeric code) as a separate advisor code in Slant. Otherwise the data tied to those reps won't show up.
    </Warning>
  </Step>

  <Step title="Disable masking">
    Set the masking fields to **No** so that account identifiers aren't redacted in the data sent to Slant.
  </Step>

  <Step title="Confirm and submit">
    Review the rule details, enter your full name, and click **Confirm**.
  </Step>
</Steps>

<Note>
  If you have multiple G Numbers, repeat these steps for each one.
</Note>

Data should start flowing into Slant within 5–8 business days.

## Related

* [Set up custodian integrations](/setting-up-slant/integrations/custodian/setup)

## FAQ

<AccordionGroup>
  <Accordion title="Who do I contact for transmission failures or re-transmission requests?">
    Email Fidelity at [NFTRANS@fmr.com](mailto:NFTRANS@fmr.com).
  </Accordion>

  <Accordion title="How do I review the FinTech Marketplace?">
    In Wealthscape, go to **Menu → Resources → Fidelity Integration Xchange**, then select **FinTech Marketplace** in the top menu. For unlisted firms, contact [transmissioninstalls@fmr.com](mailto:transmissioninstalls@fmr.com) to confirm eligibility.
  </Accordion>

  <Accordion title="Where do I view my firm's current integrations?">
    In Fidelity Integration Xchange, go to **My Firm's Integrations → Outbound Transmission Rules**.
  </Accordion>
</AccordionGroup>

For Fidelity-related questions outside of Slant, contact your Fidelity Client Manager.

## Contact support

Stuck on a step or need help with the form? Email [hannah@slant.app](mailto:hannah@slant.app).