Fidelity Wealthscape^SM

Docupace has integrated with Fidelity Wealthscape to provide advisors with a universal account opening experience.

Integration Benefits:

• API integration for New Account Opening and maintenance which:
  • Reduces duplicate data entry
  • Reduces time to open new accounts
  • Increases consistency in account opening processes
  • Improves advisor experience
• Increases advisor and back office efficiency by:
  • Reducing NIGO rates through automated data validations
  • Automating account number reservation and pre-population on forms prior to client signing
  • Supporting both Docusign and Signix electronic signatures
  • Opening accounts in minutes
  • Electronic submission of signed documents to clearing platform
  • Centralizing system of record support for all documents

Fidelity Institutional® and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated with Docupace Technologies, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Docupace Technologies, Inc. and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Docupace Technologies, Inc. and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity Institutional® and WealthscapeSM are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. <eReview number 1050705.1.0 >