Cash Management FAQs: Full View®
What is Full View®?
Full View can help you manage your personal finances by bringing your online financial accounts (including investment, bank, credit card, loan, mortgage, and insurance accounts) onto a single, fully customizable view. There is no need for you to remember a variety of website addresses and unique login credentials—Full View stores that information for you, enabling you to access information for all of your enrolled accounts securely through Fidelity.com.
With Full View, you can see your complete financial picture, including a snapshot of your net worth. In addition to your account balances, we’ve also added the following features:
- Alerts to help you monitor the activity on your accounts, available in the Alerts inbox
- Home values and home equity charts that are automatically updated as valuations change, available in the Real Estate section
- Budget/Reporting Tools to set budget goals and run a variety of reports
- Categorization of transactions to help you track your spending
- Storage of transaction history for 24 months
- A calendar feature that shows your transactions in a monthly format
- The ability to create account groups
Full View is compatible with several of Fidelity's portfolio guidance tools, enabling you to import your Fidelity and non-Fidelity account information to easily review your full financial picture.
How does Full View® work?
Choose institutions where you hold an online account and enter your login credentials for those sites. There is no limit to the number of accounts you can add. Each day Full View scans the sites you've entered and brings the updated information into a single location on Fidelity.com and NetBenefits.com.
Full View helps you better manage your finances by allowing you to view balances, transactions, and account information for all of your enrolled accounts using reporting tools, charts, tables, and alerts. To get started, sign up for Full View.
What information can I access?
Full View® currently offers access to more than 15,000 leading websites, and the list is growing every day. At this time Full View only supports information that is accessible via an online account or web site. To suggest a site that is not currently on Full View, please contact us.
Additionally, if you own an account which is not accessible online, you may add it as a custom account on Full View in order to keep track of all your accounts on one page.
Can I pay my bills through Full View®?
No, Full View enables you to view your bills and information from bill payment services—such as Fidelity BillPay®—all in one place, but you cannot pay your bills through Full View.
Is there a charge for Full View®?
No, there is no fee or charge for using Full View.
Which browsers work best with Full View®?
Fidelity's website is best viewed, and is most secure, using the latest versions of these browsers. Get free upgrades here:
- Microsoft® Internet Explorer® (Windows 7 & 8 operating systems only)
- Google ChromeTM
- Mozilla® Firefox®
- Apple® Safari® (Mac operating systems only)
Note: Our latest site features will not work with older, unsupported browser versions, specifically Internet Explorer 8, Safari 4 and 5, and Netscape. Internet Explorer 9 and 10 may provide a less than optimal experience. The use of unsupported browsers may also lead to vulnerability because of viruses, spyware, malware, and other security issues. Safari no longer supports upgrades for Windows operating systems. If you are using a Windows operating system, please use one of the supported browsers above, other than Apple Safari, for the best experience.
Can I download Full View® data to another program?
Yes, you can download transactions data from Full View to Excel (csv/xls).
Is Full View® secure and private?
Fidelity is committed to maintaining the highest levels of security and privacy for your personal information. All data is secured within Fidelity, so we can provide you with the security and privacy you have come to trust and expect from us.
Our commitment to privacy is reflected in our privacy statement. Fidelity does not use non-Fidelity information without giving you a choice. If you subscribe to Full View through Fidelity.com, you can opt out of Fidelity’s messages and product and service offers by going to Full View Account Maintenance. If you register for Full View through NetBenefits, Fidelity will use only your account information from third-party sites to furnish and support the service, or in Fidelity planning tools and calculators, at your option.