Connect Fidelity to AllInvestView
Automatically sync your Fidelity portfolio with AllInvestView. Set up in under 2 minutes with secure, read-only access.
Bank-Level Security, Read-Only Access
This connection uses SnapTrade's encrypted, read-only integration. AllInvestView can view your holdings but cannot make any changes to your Fidelity account.
How to Connect Fidelity
- Go to Settings > Broker Sync in AllInvestView
- Click "Connect a Broker" and select Fidelity
- You'll be redirected to Fidelity's secure authorization page
- Log in with your Fidelity credentials
- Grant read-only access to AllInvestView
- Your portfolios will sync within a few minutes
Automatic daily sync, plus manual refresh anytime
What Syncs Automatically
- All investment holdings
- Recent transactions
- Dividend payments
- Account balances
- Mutual fund positions
Connect Fidelity Now — Free
Start auto-syncing your Fidelity portfolio with professional analytics, tax reports, and dividend tracking.
Connect Fidelity FreeFrequently Asked Questions
Which Fidelity account types sync?
Individual brokerage, IRA, Roth IRA, and joint accounts typically sync. 401(k) and HSA account sync depends on your employer plan.
Are mutual funds included?
Yes, Fidelity mutual funds sync with full position data including cost basis and NAV.
Can I disconnect the sync?
Yes, disconnect anytime in Settings > Broker Sync. Previously synced data remains in your portfolio.