No, the FYI integration does not automatically bring in new entities and groups after your firm's initial onboarding.
When you need to add a new entity or group that wasn’t included during the initial firm onboarding, you’ll need to manually add them using the same process as onboarding. While this isn’t an automatic sync, the process is still quick and efficient thanks to the integration.
ℹ️ Note: The steps for adding entities and groups from FYI after onboarding are the same as during initial onboarding - see Adding entities and groups from FYI.
