Instructions for Fidelity
To Establish a Datafeed from Fidelity to BillFin
To Establish a Data Feed from Fidelity to BillFin The following instructions walk users through the process of setting up Outbound Transmission Rules that will establish a data feed from Fidelity to BillFin for users to sync in account data. Please ...
Uploading Fee Deductions from a File
Uploading Fee Deductions from a File You can upload up to 25,000 fee deductions using a single text file (.txt) that you can create from a spreadsheet. The text file format must comply with the following specifications: · Column A:Must ...
Account Naming Options
Below are the optional fields to use in Fidelity account names. Commas cause problem so no "last name, first name" entries will work. @Contacts[0].FixedFormatNameTitlePrefix @Contacts[0].FixedFormatNameTitleSuffix @Contacts[0].FixedFormatLastName ...
VTR Correction
To update the client header on the existing instruction, they should write the full G# in section 2 of the form and write “please update client header name on existing instruction” in section 4 of the form. Please submit the form in ...