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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.


Consolidate your investment holdings into one comprehensive view.


View activity alerts for multiple accounts in a single place.


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.


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


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
Rated 3.1 out of 5 by 479 reviewers.
Rated 5 out of 5 by It works I used Mint before but they always had trouble (connection to some account not working, missing transactions, duplicate transactions, ...). Full View uses Yodlee... so far so good. No issues and all needed features. December 19, 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 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 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 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 Unreliable On a regular basis, Full View drops all outside accounts from the Analysis tool, even while showing them in the drop down dialog box as having been fully updated. It is virtually impossible to get a clear picture of all asserts. Better off sticking with a third party application. September 8, 2015
Rated 1 out of 5 by New web site Been a Fidelity customer for twenty plus years. Have great representatives when you call. Their new web site is horrible to say the least. Have voiced my opinion numerous times but seems like I just get pacified. I was told the response is a 50/50 for new site. I only wish they would have left it the old way, new way is too much and not simple. August 4, 2015
Rated 1 out of 5 by full view Can not see my portfolio in full view. My banking can not be updated as I need to edit my credentials. How do I edit my credentials. Robert F. Kello, Jr. July 18, 2015
Rated 1 out of 5 by New Account and Trade Experience The new account and trade experience is terrible. The UI is cumbersome and not easy to navigate. Entering trades is a hassle as well. I want an option to go back to the old view. July 7, 2015
Rated 1 out of 5 by Full View needs work What I like about Full View is that it was easy to add outside accounts, and see my net worth. But before I become a serious user, improvements are needed. The user interface is technologically primitive. The sub-windows which are used to display the information in which I'm interested uses only 15% of my monitor. I want my transactions list to use ALL of my monitor. Scrolling is erratic. Scrolling in a sub-window scrolls the entire window when the end of a sub-window is reached. For 3 of my outside accounts it's been impossible to satisfy Full View with "additional information," even though Full View has managed to retrieve all the data from these accounts. It's not at all obvious how to create and use budgets. I look forward to the next release, and hope that someday Full View will replace Quicken for me. June 24, 2015
Rated 2 out of 5 by Oddly buggy since start of New Year I used the dashboard to monitor my finances last year and thought that it was an easy to use, helpful tool. Granted, there were a few areas where it could be refined, particularly in terms of granularity of timeframes in some of the graphs. However, since the New Year, some of the percentage calculations are flat out wrong. For example, in the Net Worth performance graph, I can see an increase in my net worth in the selected time frame, but the change in net worth percentage value presented at the top of the graph shows a negative performance. In addition, changing the time frame in the options does not always result in the correct time frame being displayed in the graph. Furthermore, the expense analysis plot picks up on the fact that I transferred money from an account, but is not picking up on the fact that I transferred this money into a new account even though the new account is visible in the account summary page. These bugs have made this website unreliable. If not fixed, unfortunately, this site will have no value to me as a finance-monitoring tool. I can not use a site that I cannot trust for something as important as my finances. March 1, 2015
Rated 1 out of 5 by A clumsy application Fidelity has always been on the cutting edge of technology. Full View is terrible. Other firms have a more clear approach. I think it should be easier to use not as complex as it is or forget it and start over. February 18, 2015
Rated 3 out of 5 by Not a priority to Fidelity I've been a Fidelity customer for decades and I love their overall service and site. Unfortunately Fullview has never seemed a rea priority to Fidelity, kind of like the mint bowl at the local family dining place sometimes it is filled others empty and since it is a freebie they don't pay much attention. FV has needed some better performance for a long time, my balances in networth are frequently incorrect and credit card transactions show as doubled because they are counter twice once for the card purchase and once for the autopay. Reports are limited and should have more ability yo customize etc. I use it to check my non fidelity balances but over time the institutions change security or get dropped so my accounts fail to update. Etc. Etc. I actually am surprised as Fidelity will have many retirees living out of their site over the next few decades and good tools will be a good way to keep baby boomer funds in those accounts not another brokers. December 28, 2014
Rated 2 out of 5 by Unreliable I find Full View to be unreliable. Some transactions from non-Fidelity accounts don't show up at all, and today I noticed transactions that were there yesterday are not there today. The Track Spending Applications rarely groups transactions correctly by category. It also seems odd that the Expense Analysis module, Cash Flow module, and Budget module don't use the same criteria as to when to report transactions. Some report pending transactions and some don't. Full View is a GREAT idea, but needs some major improvements. December 19, 2014
Rated 3 out of 5 by ability to locate account information I am unable to locate information about my account previously available to me; e.g. recent transactions and account history. I think someone should consider the frustration you create by continually changing the the interface with the user. December 5, 2014
Rated 1 out of 5 by Not worth anyone's time It does the same thing the main site does, with the exception of adding outside accounts (so what). I thought I would see pie charts, bar graphs, something that would wow me. Nothing did. There are videos that are intended to help. They don't. I'm trying to figure out what fidelity is trying to accomplish with all of this. It seems to have no purpose. The main account dashboard is more than adequate I like fidelity, I just wish I liked the marketing team and those who are charged with giving us tools. Surely you can do better? Need help? Call me November 12, 2014
Rated 2 out of 5 by Not very adaptable While this tool has the capacity, it lacks significant adaptability. Additionally the automatic feed into Fidelity's other tools are limited and require updates. In particular my company was acquired by a larger multi-national whose 401k and stock plans were different than my prior company. I had sync'd Full View to the original brokerage and 401k account. I was required to change passwords and I didnt have my full account number from my original provider. Full View has never updated the data correctly sisne November 1, 2014
Rated 3 out of 5 by All in one, but can be better It is great that we can put everything in one place and see how we invested, where we spent, and etc. But, it would be nice if we can 1) delete the bills we no longer have under Bills Manager. 2) have an overall portfolio analysis of all investments/savings, not just Fidelity accounts. 3) connect to www.treasurydirect.gov. Although I have the auto-pay for American Express, Bills Manager always shows "overdue" for it. It is kind of annoying. Hope there is a bug list somewhere we can report this. September 25, 2014
Rated 2 out of 5 by Ongoing Balance Errors in Manually Entered Accounts Fullview does fine for automatically updated accounts. However, my American Express' Savings account had to be manually entered due to AMEX's security. When I record a deposit to this account, a glitch in the program enters the deposit a second time in the "running total" column. As a result the balance is always too high, the total of deposits and withdrawals do not equal the running total, and my total net worth is always off. I have written senior management. They referred the matter to the Fidelity IT team, who, in consultation with the third party vendor of Full View corrected the error the first time. However they did not correct the underlying problem, and the root cause issue remains unresolved. While I have confidence in Fidelity otherwise, their inability to keep an accurate running total in Full View has eroded my confidence in Fidelity, as it makes me concerned that similar balance errors might occur in actual Fidelity accounts. I am holding off on transfering my wife's significant investments over to Fidelity until this matter is permanently resolved. August 28, 2014
Rated 2 out of 5 by Export It's very difficult to discern what is going on in calculations. It's very easy for Full View to make huge errors that you won't see. For example, one large check written from a private bank account to another private bank account will be counted as a payment/expense not a transfer. It's very difficult to pick these up from Fidelity Site. It would be great to be able to export all transactions from Full View into Excel. Then I could sort and easily find big transactions. Alternatively, you could add a report function. My credit union does this. I can show all transactions greater than an amount I specify. August 17, 2014
Rated 3 out of 5 by Refresh hasn't been working well last few weeks I love having Full View and use it often. The last few weeks I'm wondering if the product is still being supported - Lately it is very erratic, constant errors in refreshing even for accounts that it has been refreshing for years. I re-entered my passwords and it still indicates errors and inability to refresh. I hope they work through these issues as it was a very useful tool and one of the main reasons I've stayed with Fidelity. July 18, 2014
Rated 5 out of 5 by Full View I use full view several times a day, to monitor all my financial accounts. Today it stop working. I do not know why. It was wonderful to monitor credit card charges, my dividends from all of my drip accounts, my bank transaction. It is wonderful, but I wish it work today. June 25, 2014
Rated 3 out of 5 by Delayed update At the end of the business day, my Fidelity Portfolio totals, and Full View Fidelity accounts to not match. It is not helpful to have Full View update a full day later. Why can't Full View update my Fidelity accounts in real time? June 5, 2014
Rated 2 out of 5 by Full View Doesn't Update Well I have found Full View to be nearly always out-of-date even when it is refreshed. I have stopped using it and would like to delete it. May 25, 2014
Rated 1 out of 5 by Fix errors in Full view Again i forwarded a list of errors which continue to be reflected in my accounts. Fidelity keeps telling me they are working to resolve the issues! Problem is they have not, and this has been going on since September. This APP, at least to me is absolutely worthless with the continuing errors. May 15, 2014
Rated 3 out of 5 by not a full view My wife and I used to work for the same employer and have our 401 accounts at fidelity. Our accounts have the same account number that is the employer's plan number. So far I have not been able to add my wife's 401 to my full view. Every time I input her log in information, it adds my account again. So it is a partial view now. Other than that, full view has our accounts from other institutes in one place. April 16, 2014
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
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More information

  • 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.
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