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Yes, Marloo connects to your Fidelity Institutional accounts through Morningstar ByAllAccounts. Once connected, accounts and holdings show on each client's record and update daily.

The Fidelity Institutional integration page shows the account feed.

<b>The quickest way:</b> ask Marloo, "Help me connect my Fidelity accounts". Marloo sends you a link to click, then guides you through the rest.

These are the accounts you see in Wealthscape, Fidelity's advisor platform.

For the steps to connect, link accounts to clients and disconnect, see <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>.

The Fidelity Institutional page lists four steps to set up and review its feed.

No. Marloo receives your Fidelity Institutional account data through Morningstar ByAllAccounts, with your authorization.

<b>Is this an official Fidelity integration?</b>

<a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>

<a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>

<a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

- <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>
- <a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>
- <a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

Marloo connects to your Fidelity Wealthscape accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Fidelity Wealthscape accounts to Marloo

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Connect your Fidelity Wealthscape accounts to Marloo

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