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Setting Up Fidelity Portfolio Import

AVDF/Fidelity requires you to complete the Vendor Transmission Request Form to release your Gnumber(s) to HiddenLevers. Below are the instructions:

1) Your firm will need to complete the Vendor Transmission Request (VTR)* form, and submit via WealthScape using Service Center. The VTR form can be found in WealthScape under Service > Forms Library. Please submit the VTR form via WealthScape under Service Center>Product Support>Platform Integration>Third Party Transmission Request.

Section 1: Your firm’s information 

Section 2:
Vendor Name: Hidden Levers
Client Header: can be left blank as Hidden Levers does not utilize headers

Section 3: Gnumber(s) for the feed

Section 4: Any additional notes for AVDF/Fidelity

Section 5: Signature by an authorized requestor

*Please note in order to submit this form your firm must have the Letter of Understanding and Supplement to Investment Advisor Representation and Indemnification Letter on file. Most firms already have this document on file. If you are unsure if your firm has this document on please, please confirm with your Client Service Manager or the AVDF Team. If your firm does not have this document on file, your Client Service Manager or the AVDF Team will direct you to the team to obtain this document. Once this document is on file, you can submit the VTR form.

2) Once the form is received via Service Center in good order, AVDF/Fidelity will create your data feed to HiddenLevers. Please note AVDF/Fidelity’s expected resolution time “Requests received by Wednesday at 12:00 PM ET will be processed Friday of the same week. All Requests submitted after the deadline will be processed on Friday of the following week.”

If you have any questions regarding the Vendor Transmission Request or questions around the process, please contact your Client Service Manager or the AVDF Team at AVDF@FMR.COM