Swivel Sync Carriers & Institutions
Fidelity Investments
Data Supported by Swivel Sync
Section titled “Data Supported by Swivel Sync”| Supported Login URL | https://www.wealthscape.com/ |
|---|---|
| MFA Login Required | Yes |
| Est. Link Session Duration | up to 1 day |
| Data Types | Values |
| Values | • Total Account Value • Settled Cash • Cash Securities MV |
Known Products Supported
Section titled “Known Products Supported”| Product | Product Type |
|---|---|
| Corporation | Brokerage |
| Individual | Brokerage |
| Individual TOD | Brokerage |
| Inherited IRA | Retirement |
| Inherited Roth IRA | Retirement |
| Joint Tenants WROS | Brokerage |
| Joint Tenants WROS TOD | Brokerage |
| Limited Liability Company | Brokerage |
| Rollover IRA | Retirement |
| Roth IRA | Retirement |
| SIMPLE IRA | Retirement |
| Simplified Employee Pension Plan | Retirement |
| Traditional IRA | Retirement |
| Uniform Transfer to Minors Act | Custodial |