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StratiFi & Fidelity Integration

1. Access the Integration Exchange

  1. Log in to Integration Exchange on WS

  2. Navigate to:
    My Firm’s Integration > Outbound Transmission Rule.

  3. Scroll to the bottom of the page and click “Add Rule”.

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2. Configure the Rule for StratiFi

In the pop-up window:

  1. Entity Name: Select StratiFi from the dropdown.

  2. Vendor Provided Header:

    • StratiFi will provide your firm with a unique Vendor Header ID. To receive one, please request it by emailing support@stratifi.com

    • This is a 20-character alphanumeric code used to identify and separate your firm’s data during syncing.

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