Pull your Wealthscape data into your own systems

What you can build on Wealthscape

• Get an account's open positions

  Build this

  Searches for an account and reads the Open Positions page that opens after the search, with each position and its data flags.

  Takes

  Account number

  Returns

  Account number, security, symbol, quantity, price, market value, data flags

• List priority insights

  Build this

  Reads the Insights page of Wealthscape Intelligence: each insight with its type, priority and status, for active, resolved, snoozed or expired insights.

  Takes

  Status (optional), priority (optional)

  Returns

  Insight type, priority, status, account or client, summary, date

• Check Service Center items

  Build this

  Reads the service items your firm has opened with Fidelity in the Service Center, with where each one stands.

  Takes

  Opened since (optional), status (optional)

  Returns

  Item number, subject, account number, status, opened date, last updated

• Update an insight's status

  Build this

  Opens one insight in Wealthscape Intelligence and sets its status to To Do, In Progress or Resolved, or snoozes it.

  Takes

  Insight, new status or snooze

  Returns

  Insight type, account or client, status, updated at

Automate Wealthscape with a workflow

A workflow runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

• New High priority insights, every morning

  Build this

  Starts

  Every weekday at 7:30

  Step 1

  List the insights in To Do status with High priority.

  Step 2

  Keep the insights that were not there on the last run.

  Step 3

  Email you the list, grouped by insight type, with account and summary.

• Service Center items with a new status

  Build this

  Starts

  Every weekday at 16:00

  Step 1

  Check the Service Center items opened in the last 30 days.

  Step 2

  Keep the items whose status changed since the last run.

  Step 3

  Post item number, account, subject and new status to your webhook.

• Weekly positions for your list of accounts

  Build this

  Starts

  Every Monday at 7:00

  Step 1

  For each account number on your list, get the account's open positions.

  Step 2

  Post each account's positions, with market value and data flags, to your webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

Once built, one call from your code

Once you have built a method, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get an account's open positions” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "wealthscape.com/get_open_positions",
    "input": {
      "account_number": "X99-104527"
    }
  }'

{
  "status": "completed",
  "data": {
    "account_number": "X99-104527",
    "positions": [
      {
        "security": "Acme Industrial Corp common stock",
        "symbol": "ACMI",
        "quantity": 250,
        "price": 84.12,
        "market_value": 21030,
        "data_flags": []
      }
    ]
  }
}

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

Wealthscape’s own options

Fidelity's Integration Xchange offers APIs and single sign-on into Wealthscape, plus inbound and outbound data feeds and FIX for bulk work. Access goes through your Relationship Manager or Fidelity Representative and an integration consultant, and the documentation is downloaded inside the store. In Wealthscape itself, the Open Positions page exports to CSV and PDF.

Read on November 12, 2026: Integration Xchange, Wealthscape operations experience, Wealthscape security notice.

Signing in to Wealthscape

Wealthscape asks for your username and password, then uses a security token as its second factor. Each sign-in gets a risk score and may also ask a security question, and Fidelity can restrict access to designated IP addresses. With Fous you sign in through Wealthscape's own sign-in with your own account, and the login is sealed with AES-256 and never returned by the API.

Worth knowing

Insights reflect the previous day

Priority insights are ranked from the previous day's data, and Analytics shows the close of the previous business day.

Open Positions replaced the old page

Since January 16, 2026, the Open Positions page is the only open position view in an account and opens after an account search. The customizable data grid view is for professionals only.

Six wrong passwords block access

Access is blocked after six incorrect attempts, and sessions time out. Fidelity can also restrict access to designated IP addresses.

Insight statuses are yours to set

Each insight moves through To Do, In Progress, Resolved or Resolved Externally (RMD only), and can be snoozed. The Insights page keeps the past six months, 25 to a page.

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