This guide will show you how to set up the Fidelity Valuation Integration
Pre-set up guidance
Before you enable the addon, you will need to ensure your Fidelity account is set up to send valuations to Plannr:
Log into your account with Fidelity and go to Firm > Reporting Services
Once under Reporting Services, scroll down to IFASoftware Holdings and ensure this is enabled and sending valuation reports
If this isn't set up then you can click the orange "Request a report" button at the top of the page
Setting up the Addon
Once you have ensured your Fidelity account is set up correctly for the datafeed, go to the Addon store from the Settings tab. From here, select Fidelity Valuation Feed
On the next screen, you need to:
Navigate to the Configuration Tab
Input your Fidelity Login ID and Pin
Click Enable
The data will run daily at 8am
Policy Numbers should follow the format ABCD123456, ABC1234567, AB12345678, or 2000123456 - if you're experiencing issues with data not pulling through, check they follow this format.