Fidelity Wealthscape / Integration XChange Access
Setting up the Fidelity integration involves configuring outbound transmission rules in Fidelity Integration XChange. This enables automated data sharing with Milemarker for portfolio analytics and reporting.
Log In to Integration XChange
Log in to Fidelity Integration XChange.
Set Up Outbound Transmission Rule
To set up an outbound transmission rule, go to the top ribbon under My Firm's Integrations and select "Outbound Transmission Rules".
Configure Transmission Settings
Configure the outbound transmission rule with the settings provided by Milemarker. This will include:
- ●Data types to transmit
- ●Transmission frequency
- ●File format preferences
- ●Destination endpoint configuration
Notify Milemarker
Once the outbound transmission rule is configured and activated, notify Milemarker so we can verify the data connection and begin processing your portfolio data.
Need Specific Configuration Details?
Contact the Milemarker team to receive the exact transmission rule settings for your account. We'll provide the endpoint URLs, file formats, and scheduling parameters needed for setup.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co