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<a href="https://www.fglife.com/" rel="nofollow noopener noreferrer" target="_blank">Fidelity &amp; Guaranty</a> is an insurance carrier currently supported by Swivel Sync.

🔗 To learn more about setting up this carrier/institution for Swivel Sync, please visit the <a href="https://help.swivelcrm.com/en/articles/8545801-managing-connected-institutions-and-login-sources">Managing Connected Institutions and Login Sources</a> article.

If you see an “Unknown settings page encountered…” error while linking your F&amp;G login source, this typically means F&amp;G has additional outstanding requirements that must be completed or resolved before the site can be accessed. It can also indicate that your password is expired, outdated, or invalid.

Sign in to the Fidelity &amp; Guaranty portal directly to confirm your credentials are valid and to complete any additional requirements the carrier prompts you for.

Once your password is updated and any outstanding requirements are resolved, return to Swivel Sync and re-attempt the link.

1. Sign in to the Fidelity &amp; Guaranty portal directly to confirm your credentials are valid and to complete any additional requirements the carrier prompts you for.
2. Once your password is updated and any outstanding requirements are resolved, return to Swivel Sync and re-attempt the link.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Supported Login URL	https://saleslink.fglife.com/login/portallogin
MFA Login Required	Yes
Est. Link Session Duration	up to 3+ days
Data Types	Values
Values	Account Value Death Benefit Death Benefit (Lump Sum) Estimated Surrender Value GMWB Income Base Gross Deposits Gross Withdrawals LIR Income Base Maximum Fixed Loan Available Penalty Free Amount Surrender Value Total Account Value

Product	Product Type
Accelerator Plus 10	Fixed Index Annuity
F&G 1-2-3	Fixed Index Annuity
F&G Power Accumulator 10	Fixed Index Annuity
F&G Power Accumulator 7	Fixed Index Annuity
F&G Safe Income Advantage	Fixed Index Annuity
FG AccumulatorPlus 10	Fixed Index Annuity
FG AccumulatorPlus 14	Fixed Index Annuity
FG AccumulatorPlus 7	Fixed Index Annuity
FG Guarantee-Platinum 3	Fixed Annuity
FG Guarantee-Platinum 5	Fixed Annuity
FG Guarantee-Platinum 7	Fixed Annuity
FG Index-Choice 10	Fixed Index Annuity
FG Retirement Pro	Fixed Index Annuity
OmLife-Choice	Universal Life
Performance Pro	Fixed Index Annuity
Prosperity Elite 10	Fixed Index Annuity
Prosperity Elite 14	Fixed Index Annuity
Prosperity Elite 7	Fixed Index Annuity
Safe Income Plus	Fixed Index Annuity

Fidelity & Guaranty

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Unknown Settings Page Encountered