{
  "page": "https://wealthtech.dev/products/fidelity-integration-xchange",
  "title": "Fidelity Wealthscape Integration Xchange API: access, auth, sandbox and MCP",
  "description": "Fidelity's Integration Xchange is a gated digital store for Wealthscape integrations: real-time APIs and single sign-on, plus bulk data feeds and FIX. You request access and work with an integration consultant; documentation is not public.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/fidelity-integration-xchange",
    "title": "Fidelity Wealthscape Integration Xchange API: access, auth, sandbox and MCP",
    "lastChecked": "2026-10-17",
    "id": "fidelity-integration-xchange",
    "name": "Fidelity Wealthscape Integration Xchange",
    "vendor": "Fidelity Investments",
    "website": "https://clearingcustody.fidelity.com/",
    "category": "custodian",
    "tier": "core",
    "company": "fidelity-investments",
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html",
      "evidence": "Our digital store helps you intelligently and securely customize wealth management technology. REQUEST ACCESS LOGIN",
      "capture": "evidence/fidelity-integration-xchange/clearingcustody-fidelity-com-app-item-rd-9883092-integration-xchange-html.txt",
      "note": null
    },
    "docsUrl": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Documentation is downloaded inside the Integration Xchange store ('Download documentation, confirm requirements, test, and deploy'); no public documentation URL found."
    },
    "style": {
      "value": [
        "fix"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html",
      "evidence": "Manage orders and trades through the Financial Information eXchange (FIX), the standard for trading and regulatory messaging.",
      "capture": "evidence/fidelity-integration-xchange/clearingcustody-fidelity-com-app-item-rd-9883092-integration-xchange-html.txt",
      "note": "The page also lists APIs, SSO and inbound/outbound data feeds without naming their protocols."
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public page."
    },
    "howToGetAccess": {
      "value": "Request access to the Integration Xchange store, or contact Fidelity; an integration consultant helps design the solution",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html",
      "evidence": "Collaborate with an integration consultant to design a solution",
      "capture": "evidence/fidelity-integration-xchange/clearingcustody-fidelity-com-app-item-rd-9883092-integration-xchange-html.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The page lists 'test' as a step but describes no test environment."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public page."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public page."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public page."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "None found; documentation is in the gated store."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No separate program page found; the store page is the entry point."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The page says 'Choose from 200+ fintech solutions' but the list is inside the store (login); no public list of names in the page text."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "sso",
        "file"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html",
      "evidence": "Incorporate certain Wealthscape pages into your own site navigation or link directly to Wealthscape.",
      "capture": "evidence/fidelity-integration-xchange/clearingcustody-fidelity-com-app-item-rd-9883092-integration-xchange-html.txt",
      "note": "Mechanisms per the page: real-time APIs and SSO; bulk inbound/outbound data feeds and FIX."
    },
    "mcp": [],
    "whatDocsDontSay": [
      "API protocol, authentication, sandbox, limits and specs are not published; documentation sits behind Integration Xchange access.",
      "The page reports 400+ active integration points but does not list them."
    ],
    "summary": "Fidelity's Integration Xchange is a gated digital store for Wealthscape integrations: real-time APIs and single sign-on, plus bulk data feeds and FIX. You request access and work with an integration consultant; documentation is not public.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}