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Connect to Fidelity Investments

I want to be able to see my Fidelity Accounts.

Status: Completed4 comments

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Comments4

  • Gina Nero

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    Jan 23

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    Merged request

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    1 vote

    Fidelity

    Net benefits and chet (ct higher education trust) account

  • Ryan Smith

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    Oct 30, 2025

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    Merged request

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    1 vote

    Bug

    Unable to add Fidelity, Had to create manually. Once created manually system still said it was connected to fidelity and would not show the investments I had entered. Then I tried to refresh the connection and got a 500 error

    • Stuart Lawder

      Team•

      Sep 19, 2025

      @Ryan Smith just to confirm: is Fidelity Account you were able to connect is not the same Fidelity account your referencing here in this bug?

      We aren’t able to connect to Fidelity currently, and are planning to add that support soon, but I just want to make sure I understand exactly the issues you ran into.

  • Lacy Veltmann

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    Sep 18, 2025

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    Merged request

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    1 vote

    Fidelity

    It would be really nice to be able to connect my 401k, but it doesn’t look like it’s supported at this time.