What integrating with Fidelity does for you

Integrating with Fidelity connects client accounts custodied at Fidelity to RightCapital. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

How to set up your Fidelity integration

To set up an integration with Fidelity, please use Integration Xchange and follow the attached step-by-step instructions on how to request third-party transmissions.

Important Notes on Integration Xchange Setup
  • The client "Header" is generated and provided to you by RightCapital. Please reach out to for your client header before submitting the outbound transmission rule.
  • Requests submitted using Integration Xchange are effective the same day. Once completed, reach back out to to finish your integration setup.

How to use the Fidelity integration

Once the integration is set up, link client accounts:


Log in to RightCapital

Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click + Link Account and select "Fidelity" from the dropdown menu.

This button only appears if an integration has already been established.


Search for the client's name from the integrated database


Select accounts (using the checkboxes in the “Link” column) to assign to the current client.

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

Click on each account to review the account information. All investment accounts received from Fidelity will come over as 'Taxable Account' so use the 'Account Type' drop-down box to select the correct account.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!