# Greenboard - Fidelity Custodial Connection Instructions

## Step 1:  Log onto Fidelity Wealthscape [website](https://www.wealthscape.com/) and go to the Fidelity Integration Xchange under Resources

## Step 2: In Fidelity Integration Xchange, select My Firm's Integrations -> Outbound Transmission Rules -> **Add Rule**

## Step 3: Select Greenboard (962) and enter the appropriate details:

## Step 4: For the “Header” field, enter the header provided by the Greenboard team

### _If you do not have one yet, email_ [_support@greenboard.com_](mailto:support@greenboard.com)

## Step 5: Select **Next** to choose data masking criteria, then select **Next.** Please do not mask any data.

## Step 6: Review the transmission rule confirmation details to ensure accuracy, enter your full name, and select **Confirm**