Automatically open Fidelity custodial accounts and sync client information.

What you need


Fidelity Investments is a financial services corporation offering a wide range of investment options, retirement planning, wealth management services, trading and brokerage services, and a host of other financial products and services to individuals and institutional clients.

Custodial account openings on platforms like Fidelity allow wealth managers and advisors to open investment accounts for clients. These accounts are managed by the custodian to save for the client's future expenses, like retirement or other significant life events, while potentially growing the investments over time.


Using Fidelity Investments offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs, along with comprehensive financial planning and advisory services. Benefits include access to extensive research, advanced trading platforms, and competitive pricing structures. Fidelity is known for its customer-focused approach, providing valuable resources and tools for both novice and experienced investors to make informed decisions and manage their investments effectively.


Before using Fidelity, consider your investment needs and goals to ensure they align with Fidelity's offerings. Assess the fees, account types, and range of investment options available. Also, consider the level of customer service and advisory support you require, as well as your comfort with using digital platforms for investment management.

How to set up

Navigate to the Feathery form that you want to connect to Fidelity. Click on the Integrations tab.

Open the Fidelity integration and set up your Fidelity authentication information.

Choose what Feathery fields to use to set up accounts, sync information, and prefill from Fidelity profiles.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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