WorkplaceXchange®API catalog
Explore our catalog and discover a range of APIs that empower users to take charge of their financial goals.
Workplace Investing APIs
Workplace Investing APIs provide robust solutions to help simplify the management of retirement plans, HR and payroll operations, and participant data.
Popular
WI Balances API
The WI Balances API integrates multi-product account-balance data to improve the participant experience.
HRP Election Loan API
The HRP Election Loan API supports participation details within benefit plans, including adding, updating, or deleting elections and loans.
New
HRP Participant API
The HRP Participant API supports details related to a participant, including personal information and work assignments.
HRP Pay Statements API
The HRP Pay Statements API supports payroll-related data collection, including earnings, hours, and deductions.
DC Deferrals API
The DC Deferrals API provides plan eligibility information, plan-defined deferral rates, and hypothetical modeling of election changes.
DC Participant API
The DC Participant API enables plan sponsors to review account information that could affect a participant’s plan eligibility, including employment status.
DC Personal Rate of Return API
The DC Personal Rate of Return API provides account-level rates of return for year-to-date and one-year periods.
DC Rebalance API
The DC Rebalance API provides plan and fund restrictions for accounts and implements those restrictions during a rebalance request.
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For plan sponsor and investment professional use only.
Approved for use in advisor and 401(k) markets. Firm review may apply.
Some products and services described on this website are not available to employers outside the United States.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney to tax professional regarding your specific situation.
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