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Fidelity Full View

Account aggregation for Fidelity customers: outside accounts, net worth and cash flow in one view

Free (Only to Fidelity customers.)r/fidelityinvestmentswww.fidelity.com/go/full-view-faqs

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

24 of 71 recorded

Cost

2 / 3
Free tier
Yes
www.fidelity.com
Price
Free (Only to Fidelity customers.)
www.fidelity.com
Lifetime purchase
?

Connections

2 / 7
Account aggregation
Yes
www.fidelity.com
Connectors
eMoney
Refresh more than daily
?
Manual accounts
?
Countries
?
Multi-currency
?
Crypto and digital assets
?

Transactions

6 / 13
Edit transactions
Yes
Create manual transactions
?
Rules engine
Yes
Mass edit
No
Split transactions
?
History import
No
Length of history
?
Export
Yes
Import formats
?
Nested categories
?
Custom categories
Yes
www.fidelity.com
Tags
?
Receipt attachments
?

Planning

3 / 16
Budgeting
Yes
www.fidelity.com
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
?
Bills
No
Bill negotiation
?
Goal tracking
Yes
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

3 / 6
Net worth
Yes
www.fidelity.com
Balance history import
?
Investment tracking
Yes
Investment transactions
Yes
Real estate
?
Investment fee analysis
?

Insight

2 / 4
Reports
Yes
www.fidelity.com
Trends
?
Credit scores
No
Alerts
?

Assistance

1 / 2
AI chat
?
AI categorization
Yes
www.fidelity.com

Sharing

1 / 3
Partner or household
No
Adviser access
?
Business or rental separation
?

Platforms

2 / 5
Interfaces
Web
Full mobile app
Yes
www.fidelity.com
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

2 / 7
SOC 2
?
2FA / MFA
Yes
Sells or shares your data
?
Read-only bank connections
?
Data held by
eMoney Advisor
www.fidelity.com
Self-hosting
?
Open source
?
Nothing recorded yet — 1 group, 5 attributes

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-09-04; 10 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-02
First recorded at Free

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 63 live listings that charge one.