How to Automate Fidelity Wealthscape Data Export (No API Required)

Introduction

Fidelity Wealthscape is the wealth management and advisor platform used by Fidelity Institutional for client accounts, planning, and portfolio management. While the platform offers web-based access to accounts and reporting, it has limited or restricted API access for many advisor workflows. Browser automation provides a reliable solution to automate account opening workflows, allocation exports, and planning sync directly through the Wealthscape interface—enabling streamlined onboarding, reporting, and integration with planning and CRM systems.

Why Use Browser Automation for Fidelity Wealthscape Data Export?

• Limited API Access: Fidelity Wealthscape has restricted or no API access for many advisor and back-office workflows
• Account Opening Workflows: Automate multi-step account opening and onboarding flows that live in the web UI
• Allocation Exports: Export model allocations, portfolio breakdowns, and asset allocation reports
• Planning Sync: Sync account and plan data with financial planning tools and CRM
• Dashboard-Only Features: Many reports and workflows are only available through the web interface
• Historical Data: Easier access to allocation history and plan snapshots beyond standard exports
• Multi-Account and Household: Collect data across accounts and households in one workflow
• Reconciliation: Align Wealthscape data with custodial, planning, and compliance systems

Setting Up Fidelity Wealthscape Data Export Automation

Here's how to automate data collection from Fidelity Wealthscape using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to Fidelity Wealthscape
await page.goto("https://wealthscape.fidelity.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to Fidelity Wealthscape using the provided credentials. Complete any security verification and wait for the dashboard to fully load.'
}));

Use Case 1: Account Opening Workflows

Automate multi-step account opening and onboarding flows:

const runAccountOpeningWorkflow = async (page, ai, clientData) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Account Opening or New Account section in Wealthscape'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Start new account application: account type ${clientData.accountType || 'individual'}, registration ${clientData.registration || 'individual'}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter client information: name ${clientData.name}, SSN/TIN if required, address, contact details as shown on the form`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Complete beneficiary and optional sections if present'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Proceed through agreement and disclosure steps; do not submit final application unless explicitly requested'
  }));
  
  const status = await ai.evaluate(JSON.stringify({
    prompt: 'Extract current step and status: application ID if shown, current step name, any validation errors. Return as structured JSON.'
  }));
  
  return {
    clientName: clientData.name,
    status: JSON.parse(status),
    lastUpdated: new Date().toISOString()
  };
};

Use Case 2: Allocation Exports

Export model allocations, portfolio breakdowns, and asset allocation reports:

const exportAllocations = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Allocations, Models, or Portfolio Allocation section in Wealthscape'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set parameters: as-of date ${criteria.asOfDate || 'latest'}, account or household ${criteria.accountId || 'all'}, level ${criteria.level || 'account'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const allocationData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract allocation data: account/household name, asset class, allocation %, market value, model name if applicable. Return as structured JSON array.'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export allocation report as Excel or CSV if an export option is available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 10000 }).catch(() => null);
  return {
    allocations: JSON.parse(allocationData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Use Case 3: Planning Sync

Sync account and plan data with financial planning tools and CRM:

const syncPlanningData = async (page, ai, criteria) => {
  const syncResults = [];
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Planning or Goals section in Wealthscape'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: client/household ${criteria.clientId || 'all'}, plan type ${criteria.planType || 'all'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const planData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract plan data: plan name, client, goals, projected values, assumptions, last updated. Return as structured JSON array.'
  }));
  
  const plans = JSON.parse(planData);
  for (const plan of plans) {
    syncResults.push({
      planId: plan.planName || plan.client,
      data: plan,
      syncedAt: new Date().toISOString()
    });
  }
  
  return syncResults;
};

Exporting Reports and Client Data

Export standard reports and client summaries from Wealthscape:

const exportWealthscapeReport = async (page, ai, reportType, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select report type ${reportType}, set date range or as-of ${criteria.asOfDate || 'latest'}, accounts ${criteria.accountIds || 'all'}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Generate report and wait for it to load, then export as PDF or Excel'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Collecting Account and Position Data

Extract account and position data for reconciliation:

const collectAccountSummary = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to account summary or client list; set filters: ${criteria.clientId ? 'client ' + criteria.clientId : 'all clients'}`
  }));
  
  const summary = await ai.evaluate(JSON.stringify({
    prompt: 'Extract account summary: account number, client name, account type, balance, status. Return as structured JSON array.'
  }));
  
  return JSON.parse(summary);
};

Best Practices for Fidelity Wealthscape Automation

• Security: Use secure credential storage and handle MFA and security prompts for advisor portal access
• Rate Limiting: Add delays between steps in account opening and report requests to avoid triggering restrictions
• Data Validation: Verify exported allocation and plan data before syncing to planning or CRM systems
• Error Handling: Implement retry logic for session timeouts and multi-step workflow failures
• Account Opening: Use automation to prefill and advance steps; confirm final submission per firm policy
• Compliance: Ensure data handling meets wealth management and regulatory requirements (e.g., client consent, data residency)
• Planning Sync: Align sync frequency with planning and reporting cycles
• Interface Updates: Monitor for Wealthscape UI changes and update scripts as needed

Handling Authentication

Fidelity Wealthscape typically requires strong authentication. Here's how to handle it:

const handleWealthscapeAuth = async (page, ai, credentials) => {
  await page.goto("https://wealthscape.fidelity.com");
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter username ${credentials.username} and password, then click Sign In`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If a security verification or 2FA prompt appears, wait for the code and enter it'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to API access for Fidelity Wealthscape data export and workflow automation. By using intelligent browser agents, you can automate account opening workflows, allocation exports, and planning sync directly from the Wealthscape portal. Whether you need to streamline onboarding, export model allocations, or keep planning and CRM systems in sync with Wealthscape, browser automation enables efficient advisor and back-office workflows when API access is limited or unavailable.

Start automating your Fidelity Wealthscape workflows today and streamline your wealth management operations.