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Fidelity Full View

Fidelity Full View logo

Fidelity Full View

Free
17% feature coverage
🇺🇸 US
Full financial view aggregation service by Fidelity for existing customers. Consolidates all financial accounts including non-Fidelity investments, bank accounts, and credit cards into one dashboard. Free for Fidelity account holders with net worth tracking and spending analysis.
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Platforms:

Web

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App Details

Pricing Plans

Plan

Free

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified