If you haven’t noticed, we love the theme of keeping things simple and easy. That’s why Fi360 has established integration relationships with leading firms to simplify the client creation and account update processes within the Fi360 Toolkit™, saving you time. And just like that, your work got a little easier.
Retirement Plan Accounts
Other Available Integrations
ADP (Broker-Dealer only)
TD Ameritrade Trust Company
Fidelity Recordkeeping (Broker-Dealer only)
John Hancock Retirement (Broker-Dealer only)
Principal (Broker-Dealer only)
To learn more and get help establishing these integrations in your Fi360 Toolkit™, visit our Help Center.