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Products

Integrations

Fi360 has established integration relationships with leading firms to simplify the client creation and account update processes within the Fi360 Toolkit, saving you valuable time.

 

Wealth Accounts


 
   

                                   

 

Retirement Plan Accounts


 

 

 
 

 
 

Other Available Integrations



ADP (B/D only)

BPAS
Paychex 
TD Ameritrade Trust Company

Fidelity Recordkeeping (B/D only)

John Hancock Retirement (B/D only)

Nationwide

OneAmerica

Principal (B/D only)

Securian

The Standard

Voya

 

To learn more and get help establishing these integrations in your Fi360 Toolkit, visit our Help Center.

 


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