Instead, the changes will affect advisors who use third-party fintech tools like those offered by Pontera to gain access to and potentially take action on Fidelity accounts. Those advisors include ...
Citing security and data-privacy concerns, Fidelity says it will soon prohibit advisors from using fintech operations like Pontera to access and manage accounts they don’t advise on. The change ...
The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to ...