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Fidelity Integration for Salesforce

By Fidelity Investments

Drive efficiency with Fidelity

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Financial Services Cloud

The Fidelity Integration for Salesforce and Wealthscape(SM) allows you to view key information and initiate actions from within Salesforce to save time and deliver a more streamlined platform experience to your clients.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise

App Details

Version
fidelity/Fidelity V4.9 4.9.0
Listed On
09/20/2022
Latest Release
03/03/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 10
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/27/2022

Additional Details

Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Please see terms and conditions for additional risk language.

Need help?

Fidelity Investments

For more information, please reach out to FdltySlsfrcntgration@fmr.com.

Other ResourcesEmailTerms & Conditions