Source: https://wealthfolio.app/portfolio-tracker/fidelity/

[All supported brokerages](https://wealthfolio.app/connect/brokerages/)

Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Fidelity.

United States

# Track your Fidelity portfolio with Wealthfolio

Connect your eligible Fidelity accounts once. Wealthfolio keeps supported data up to date and brings your retirement and taxable investments together with other institutions.

[Connect Fidelity with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.

![Wealthfolio dashboard tracking a Fidelity portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Fidelity portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png)

Your portfolio dashboard in Wealthfolio

## From your Fidelity account to your whole investment picture

### Keep your portfolio current

Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.

### Bring institutions together

See Fidelity alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.

### Use the combined picture

Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.

Available views depend on the data and history supported by each connection.

![Wealthfolio analyzing a combined portfolio that includes Fidelity](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Fidelity](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png)

Performance comparison against a benchmark

## What syncs from Fidelity

Available data

-   ADR, ETF, fixed-income, mutual fund, option, and stock holdings with account balances
-   Buys, sells, deposits, withdrawals, dividends, option events, and reinvestments

Eligible accounts

Eligible Fidelity retail, taxable, and retirement accounts shown during authorization.

Available history

Up to two years of account activity may be available.

Updates

Fidelity makes source data available daily and it may be delayed by up to 24 hours; Wealthfolio refreshes once per day or whenever you choose Sync now.

## How to connect Fidelity

Connection method: OAuth on Fidelity's website. Follow the steps below to add the account.

1.  Choose Fidelity in Wealthfolio Connect and open SnapTrade's secure connection window.
    
2.  Follow the redirect to Fidelity's website and sign in there.
    
3.  Review and authorize the read-only account-data connection.
    
4.  Return to Wealthfolio and allow the first account update to finish.
    

[Learn about Wealthfolio Connect](https://wealthfolio.app/connect/)

## Your account stays under your control

### Read-only access

The connection can retrieve account data. It cannot place trades or move money.

### Your sign-in

With OAuth, you enter your Fidelity username and password only on Fidelity's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.

### Your Wealthfolio data

Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.

## Good to know about this connection

-   To connect NetBenefits, you currently also need a Fidelity retail account. If you open another eligible account later, reconnect Fidelity to select it.

## Frequently asked questions

### Can I include a Fidelity NetBenefits account?

Yes, but you currently also need a Fidelity retail account. The eligible accounts available to you appear during authorization.

### Why is a new Fidelity account missing?

If you open another eligible account after setting up the connection, reconnect Fidelity and select the new account.

### Why does my Fidelity data look a day behind?

Fidelity provides data daily, and updates can be delayed by up to 24 hours. You can also choose Sync now in Wealthfolio.

### How much Fidelity activity can Wealthfolio sync?

Up to two years may be available, including trades, cash movements, dividends, option events, and reinvestments.

## Other ways to add or complete your data

Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.

[Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/)

## Also supported

### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/)

Portfolio tracker

### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/)

Portfolio tracker

### [Chase](https://wealthfolio.app/portfolio-tracker/chase/)

Portfolio tracker

## Ready to connect Fidelity?

[Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Fidelity and its associated trademarks are the property of their respective owners.