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Fidelity Integration for Salesforce

By Fidelity Investments

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Rating
Not rated yet
Reviews
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Pricing
Free
Listed since
2022

About Fidelity Integration for Salesforce

Drive efficiency with Fidelity

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.

Highlights

  • Designed to help save time and deliver a more streamlined and connected platform experience.
  • Reduces complexity and streamlines important processes.
  • Creates an easy path that links clients’ investment accounts within Salesforce to their Wealthscape(SM) accounts.

Screenshots

Seamless access to account information

Image 1 of 3

Seamless access to account information

Pricing

Free.

Compatibility

Works with
  • Financial Services Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on May 27, 2022
Industries
  • Financial Services
Languages
  • English