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Full View®

Easily monitor all of your Fidelity and non-Fidelity online financial accounts in one secure place. This free service for Fidelity customers can help you better manage your entire financial picture, with improved account visibility and a single portfolio view.

Key features

Popular accounts

Select from thousands of popular banking, credit card, investment, and billing accounts to set up your dashboard quickly and easily.

Net worth

Monitor your entire portfolio, including investment, banking, and credit card accounts, as well as real estate information.

Investments

Consolidate your investment holdings into one comprehensive view.

Alerts

View activity alerts for multiple accounts in a single place.

Transactions

Review recent transaction history on investment, banking, and credit card accounts.

Calendar View your transactions in a monthly calendar display.  NEW
Other accounts

View bill payment sites, rewards, insurance, even email accounts.

Planning

Automatically add your non-Fidelity accounts to our comprehensive planning tools to analyze your complete financial picture.

Budget/reporting

Create your own budget and track your spending with a variety of reporting tools, such as automatic expense categorization.

Customization Create a customized experience by selecting the content you want to see and where on the page you want to see it.  NEW
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5508tridion
Rated 3.2 out of 5 by 457 reviewers.
Rated 5 out of 5 by Only Got Better The site upgrade was extremely successful it just made a great website only better. It took a little getting used to, but once one gets accustomed took the changes the site is awesome. Thanks November 2, 2013
Rated 5 out of 5 by My Number One Stop In Keeping 'Tabs' On Our Finances I believe Fidelity's Full View to be a great asset in keeping up with all the goings-on of your financial world. Adding all your accounts may take some setting up, but once you've got that task complete you will not be sorry. You log in securely to Fidelity, click the Full View and there you have your financial life at a glance. It really is a wonderful tool to have. Thank You, Fidelity, for making this available to us! November 1, 2013
Rated 5 out of 5 by FullView is Amazing! My wife and I have been using FullView for about 3 years. It took about 6 months before we really mastered what we wanted to get out of it. Now that we have, we have have an incredibly detailed view of our financial life. How many people really know how much they spend on restaurants? Groceries? Books? Entertainment? We do. Fullview has enabled us to answer the question: 'Where does all the money go?'. November 1, 2013
Rated 5 out of 5 by Your complete financial position at a glance I use Full View regularly as a way to track my financial position. Not only does it give me easy access to all my different accounts, it combines all of the information into my net position, and provides a running list of recent transactions. Best tool I've seen for monitoring your wealth. November 1, 2013
Rated 5 out of 5 by Quick overview I'm a long time fan of Full View. It loads quickly from the Fidelity site and gives me the big picture on my net worth, helping me to make investment decisions. October 29, 2013
Rated 5 out of 5 by My favorite investment tracker tool Fidelity's Full View has been my favorite one-stop portfolio tracker tool for years. I highly recommend Full View to anyone looking for a secure and reliable one-stop investment tracker. October 29, 2013
Rated 1 out of 5 by Stay Away From this Product!!! This is a short list of the shortcomings of this product-1. Can not add categories only subcategories to their standard categories. 2 Split transactions work terribly -not intuitive 3 Their business category if part of a split transaction, does not show up under business expenses, 4 and finally this was the final breaking point for me - you update a transactions name and/or category and look back at it the next day and it defaulted back to either the original name or worse yet, the original category. I have called 3 times the support staff only to find -yes this product is not ready for prime time. My advise to those looking at using this-is to stop now, don't waste the 40 plus hours I have already put into this product and look for a better alternative. March 26, 2014
Rated 2 out of 5 by High Potential but poor product Full View has great potential. Past versions were operable. New version is a PAIN and frankly not worth the trouble to use. March 18, 2014
Rated 1 out of 5 by New Version unusable for me Can no longer easily go where I used to with ease. Specifically, can't find Account Manager, and therefore can not delete an account. "Help" did not help; click on the account and then edit; that wasn't readily visible either. I have too much to do without learning another Full View. Sorry March 15, 2014
Rated 2 out of 5 by FULL VIEW I accidently enter one credit card twice. There is no way to delete the second account so now the credit card amount shows twice which means I do not have an accurate total. I wish they would tell you how to delete an account. Very frustrating March 14, 2014
Rated 1 out of 5 by Apps Are Terrible This is fine for basic financial information, but there are plenty of free apps that do the same thing. The thing it promises but DOESN'T deliver is what would make it actually helpful. Just try to use any of the "Full View Apps" from the tool bar....for example try adding ANY ACTUAL FREQUENT FLYER PROGRAM to the "Rewards Manager" app. It "won't recognize" either American Airlines or United. Seriously? Useless. It also put my wife's IRA with her credit union under "Banking", likely because it is from a credit union. But it's not "Banking" it's her IRA and should be under "Investments". How can you move this? Your guess is as good as mine, there are no instructions that even pretend to tell you. So now we have an entire IRA not listed under investments....THIS SITE NEEDS MAJOR HELP. March 5, 2014
Rated 2 out of 5 by Account Balances On Full View Are Delayed By A Day If you are an active investor like I am, one of the first things that you will notice is that all of the data on Full View is delayed by a day. The features are great and you are able to look at information in multiple ways, but the data should be in real time or at least accurate after the close of business, not the following day! It shows an account balance of what it was yesterday and even shows that account balance changed on Saturdays when the market is closed. If you use it for looking over a long period of time than a day off doesn't matter. February 21, 2014
Rated 3 out of 5 by OK, but no Mobile Access I like the Full View features, but they are not pervasive through Fidelity's interfaces. I now use the iPad and iPhone app to manage my Fidelty accounts, but have to use a web browser on the iPad to see my total portfolio. The interface works better on large screens and is clumsy on a iPad and almost unusable on an iPhone. Full View is also extremely slow. Sometimes it takes 30 seconds to come up, and when you chose some options like pulldowns for accounts it scrolls the page up as part of a refresh. In the past, I have had accounts that mysteriously stop updating, with no alerts. I had to go in an reenter the same account information and it started working. This has not happened in the last 3 months but was happening weekly when this version came out. Still have issues with wanting to hide closed accounts. But if I hide them, I lose the history in my NetWorth, showing a misleading increase in NetWorth when all I did was rollover a 401K to an IRA. Options for charting are poor. Why if I chart for last three months, I cannot see the most recent days - it stops at the last day of last month so up to a month out of date (33% of the requested 3month view). Allow me to see up to date information AT ALL TIMES! January 28, 2014
Rated 5 out of 5 by Let it accumulate a couple months worth of data. This was useless initially. Now that it has two months of data it is absolutely indispensable. I would like to be able to add my existing US Treasury Bonds but other than that this service is perfect for me. One stop shop to see how my Financial health is doing. I'm really looking forward to using this tool my entire life. January 23, 2014
Rated 2 out of 5 by Not There Yet Full View can no longer access all of my investment accounts. Because of this it has little value for me. December 11, 2013
Rated 2 out of 5 by deleting accounts is not easy I cannot see how to delete accounts (such as duplicte accounst) in full view. It is not at all intuitive. It seems Fidelity has made it intentionally hard to do. December 7, 2013
Rated 1 out of 5 by Thanks for ruining a good thing Full view use to be easy to you and understand. Now incomplete data and continuous errors has driven me to find another solution. November 30, 2013
Rated 3 out of 5 by Can be more informative on changes You recently changed a lot of the functionalities within full view. Unfortunately your online help is useless. I think when you make such drastic changes, help and training are very crucial for acceptance. November 25, 2013
Rated 2 out of 5 by Account Visibility Inconsistent HUGE problems getting consistent treatment and views to Fidelity (!!!) non-owned accounts - my wife's. November 24, 2013
Rated 3 out of 5 by Click Happy Too hard to View in the new format. I love the idea of having all my financial information in one spot, but I don't like the new format AT ALL. Before, summaries were all on one screen and I could view my Balance sheet, now I have to continually move a cursor up and down to see only portions of it at a time. November 23, 2013
Rated 3 out of 5 by The previous full view was better for viewing account holdings. I can't view all of my holdings as I could in the previous Full view. I cannot seem to group my liabilities in a logical fashion. At least with the old view I could easily incorporate everything into a spread sheet and create the charts I wanted to see. I do like the real estate tracker, but I would like to be able to include more than 2 properties. November 23, 2013
Rated 5 out of 5 by I love full view Full view is an excellent tool, and I prefer the ease of use of the Fidelity version compared to other less appealing ones. I appreciate the assistance of the full view team at Fidelity to resolve issues with accounts that I could not initially access on full view. With their help, I can now see all of my accounts, and this is not possible with any other system. THank you Fidelity for your dedication to the full view program. November 18, 2013
Rated 1 out of 5 by Hate bill pay and multiple screens to manage payments I like the old fullview. The new fullview requires me to go to two different screens to manage my bill payments. That is LESS useful than how it was originally, where I could do it all on one screen. I am very dissatisfied with the improved version!!!!! November 18, 2013
Rated 3 out of 5 by Full View Upgrade I have been a Fidelity customer and Full View user for many years. Until the most recent upgrade I accessed FV almost daily. My first stop was the summary page where I could get a glimpse of my overall accounts instantly. I was in, out, & gone quickly. It was easy to print, view account positions, liabilities, & net worth all on a single page. Lots of info with just a single click! For me the upgrade has added lots of unnecessary steps. Account names on the Dashboard are truncated, requiring cursor to be used to see full name. It is very difficult to manuver to get a full page to print in net worth. Loading now is very slow & hangs up requiring waiting from one step to another. I am a big Fidelity fan, a customer for over 30 years. I would rarely rate anything Fidelity less than excellent but my view is I wish they had left FV alone. Maybe with more experience.......it might get better. November 17, 2013
Rated 1 out of 5 by Full View is getting worst Recently my Delta Airlines accounts were removed from Full view, I contacted Fidelity and they let me know that I could manually track them. Instead of Full view getting better, it seem like it is getting worst, which is not good customer service. It's a shame....... November 17, 2013
Rated 5 out of 5 by Helpful and thorough I have used Full View for a number of years. It has been a very helpful tool to track and evaluate the investment decisions I have made. The last revisions you made to full view have made it even better. November 14, 2013
Rated 3 out of 5 by asset allocation is not worth much The "asset allocation" simply provides % by fund; and does not even attempt to provide crucial information by equities/bonds/cash/etc. The allocation in most (if not all) funds is public information, so you could provide much (if not all) of the asset allocation information. This is critical information. Why not provide it? November 13, 2013
Rated 4 out of 5 by full view review i would like to see benchmark data specific to each investment i have (funds) and full view on the mobile app. November 12, 2013
Rated 4 out of 5 by Sector Analysis Feature in Full View Full view is a convenient feature to use for keeping track of my investment accounts. I would have given it all 'excellents' if the sector analysis feature was available under that tab as well. The location of the sector analysis feature is confusing and difficult to find. November 12, 2013
Rated 2 out of 5 by Do not like the new Full View The new interface does not allow single click review of account data (you have to open a window twice each time an account is viewed) and Full View no longer provides a link to access the underlying account. I dislike this Full View version so much I am considering seeing products from other vendors for this type of application. November 12, 2013
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  • Full View® Overview

    Watch educational videos to see how Full View allows you to easily monitor all of your investments and accounts in a single view, no matter where they're held.

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Full View is a registered trademark of FMR LLC.
Services provided by Yodlee, Inc., an independent company not affiliated with Fidelity Investments.
The initial customer ratings and reviews for this product (those dated before 3/16/2012) were provided to Fidelity through an email solicitation for feedback on the product. All ratings and reviews are provided to Fidelity on a voluntarily basis and are screened in accordance with the guidelines set forth in our Customer Ratings and Reviews Terms of Use. For additional information on which ratings and reviews may be posted, please refer to our Customer Ratings and Review Terms of Use. Featured Reviews have been selected based on subjective criteria and reviewed by Fidelity Investments. The average rating is determined by calculating the mathematical average of all ratings that are approved for posting per the Customer Ratings and Reviews Terms of use and does not include any ratings that did not meet the guidelines and were therefore not posted. Ratings and reviews are added continuously to the website (after a delay for screening against guidelines) and average ratings are updated dynamically as reviews are added or removed.
The ratings and experience of customers may not be representative of the experiences of all customers or investors and is not indicative of future success. The accuracy of information included in the customer ratings and reviews cannot be guaranteed by Fidelity Investments. Customers who post ratings may be responsible for disclosing whether they have a financial interest or conflict in submitting a rating and review.
Please contact a Fidelity representative if you have additional questions or concerns about the ratings and reviews posted here.
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