Fidelity Investments

Fidelity Investments

Note

📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.

The following value mapping example is based on the following:

• a default product line and pre-configured product line summary totals
• a Swivel Sync-supported carrier/institution
• a Swivel Sync-supported product offering and supported values

**Please Note: Swivel Sync may not support all available values offered by the carrier or institution.**

Tip

🔍 Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary.

🔗 Values & Transactions

🔗 Adding & Updating Values

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Rollover IRA

Snapshot Overview Totals Mapping

Current Balance	Total Account Value

Product Line Totals Mapping

Product Line Total	Map Values to Totals
Total Contributions	N/A*
Total Withdrawals	N/A*
Total Net Contributions	Mapping not available
Total Cash & Cash Investments	Settled Cash
Total Market Value	Cash Securities MV
Total Account Value	Total Account Value
Total Margin	N/A*

Note

N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site**.** 🔗 See also Fidelity Investments to view full list of Swivel Sync-supported values.