Overview
This guide explains how to link Fidelity custodial accounts to SMArtX so:
Account data flows into the SMArtX platform
Trading permissions are enabled
Fidelity linking typically involves:
Authorizing SMArtX as a Separate Account Manager (SAN)
Adding or updating the SMArtX G# on accounts
Confirming the account is transmitting to SMArtX
⚠️Important⚠️
Account linking must be completed directly with Fidelity.
SMArtX cannot initiate or manage this process.
If you need your SMArtX G# or SAM Product G#, refer to your onboarding email or request them from Client Services.
📧 clientservices@smartxadvisory.com
Subject: Fidelity G Numbers Needed for Account Linking
Before You Begin
Ensure the following:
Client accounts are opened at Fidelity
You have a list of accounts to link
You know your Fidelity service contact
If accounts are not yet open, contact your Fidelity representative.
Fidelity IWS Account Linking Process
Step 1 — Check if the Account is SAN Enabled
Determine whether the account is already part of the Separate Account Network (SAN).
If the Account IS SAN Enabled
The client does not need to sign a new addendum.
You only need to update the Secondary G# in the Separate Account Manager Change Request form
If the Account IS NOT SAN Enabled
The account must be enrolled in SAN.
The client must sign the Separately Managed Account Addendum.
Step 2 — Update G# on an Existing SAN Account
Complete & Submit Separate Account Manager Change Request via Service Request
In Fidelity Wealthscape:
Go to Menu → Initiate Service Request
Enter the Account Number
Under Account Management:
Select > Account Features & Maintenance → G# Maintenance / Pricing Code
Under Service Request Details:
Request Type dropdown → G# Maintenance
Under Secondary G# Add or Replace add the following:
SMArtX G#
(found in your SMArtX onboarding information)
Complete the remaining fields and submit the request.
Step 3 — Enable SAN for the Account
If the account is not SAN enabled, complete the Separately Managed Account Addendum.
In Fidelity Wealthscape:
Go to Menu → Service
Select Forms & Reference
Open the Forms Library
Search for: Separately Managed Account Addendum
Under Section 2 — Separate Account Information
Enter the following:
SAM Name: SMArtX Advisory Solutions
SAM Product Name: SMARTX UMA/TAMP
Fidelity Account Number
SAM Product G#: (found in your SMArtX onboarding information)
Complete the rest of the form and submit it to your Fidelity service team.
Step 4 — Confirm Account Linking
Once Fidelity processes the request:
Verify that SMArtX appears in the account’s Interested Parties section.
Location in Wealthscape:
Account Profile → Interested Parties
This confirms the account is transmitting to SMArtX.
⚠️ If SMArtX is not listed, the G# was not applied.
What Happens Next
Once linking is complete:
Fidelity begins transmitting account data to SMArtX
SMArtX confirms when accounts appear in the platform
Accounts are reviewed and prepared for trading and rebalancing
Troubleshooting
Accounts may not appear in SMArtX if:
The SMArtX G# was not added
Required SAN paperwork was not submitted
Fidelity has not completed processing
Only accounts with the SMArtX G# attached will transmit.
Support
For Fidelity account linking questions, contact:
Your Fidelity representative
Your home office support team
For SMArtX platform support:
📞 561-559-7676
Or click the 💬 chat bubble in the bottom-right corner of your advisor dashboard.
Fidelity NFS Accounts
For Fidelity NFS accounts, contact your home office or Fidelity representative for assistance with account linking.