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
002
5508tridion
Rated 3.1 out of 5 by 501 reviewers.
Rated 5 out of 5 by Excellent tool for asset allocation analysis New to the tool and only used it for asset allocation analysis so far. It is awesome! It took me a while to associate that once the outside accounts were added in Full View, the holdings from the outside accounts were also included in portfolio analysis. It saved me time and effort from having to create and maintain my own worksheet. Thank you, Fidelity!!! October 8, 2015
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 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 Nearly broken and very misleading Many problems that have persisted, sometimes for years, without being fixed: 1. Full View account balance cannot be trusted. Depending on whether you select Daily Balance or Weekly Balance or Monthly Balance, the numbers shown on any particular day are different. This has been the case since 2015 at least. 2. External accounts that use two-factor authentication cannot be accessed by Full View. No fix in sight. 3. Editing your login credentials for external sites is extremely tedious, because you cannot paste into the password field. Manually typing a 30-character auto-generated password is not easy. And you have to do it twice, for no clear reason. January 25, 2017
Rated 2 out of 5 by Wrong turns for full view I have used full view for several years. I include both fidelity and outside bank and mutual fund accounts. My prior tool was Quicken. With increasing frequency there are errors in duplicate accounts, errors in how transactions get logged from outside accounts, and errors in how registered accounts get propagated to the portfolio page. Tech support is always courteous but solutions seem long in coming or not at all (e.g., elan card integration). I understand it is a 3rd party tool, but under Fidelity label, Fidelity owns getting it to work properly or finding something else. Increasingly frustrated and disappointed. I used to regard Fidelity as a leader in usability and usefulness but I think Full View is an example of a more general trend down hill or at best holding steady rather than leading. Bummer. January 23, 2017
Rated 1 out of 5 by Gotten worse and worse I used to like it. Had all of my credit cards in one place and the estimated value of my home. Fidelity changed credit cards and didn't update full view, so I can't track my spending. Now the estimated home value can't be added either. December 21, 2016
Rated 1 out of 5 by Full View This service is very unreliable. You cannot count on it being available. In addition, there have been errors posted that took months to correct as well as delays in updating the accounts. December 20, 2016
Rated 2 out of 5 by Duplicate external accounts - too many times Everytime I turn around, it seems Full View duplicates or deletes one of my outside bank or investment accounts. Highly frustrating. Then, I struggle to delete a duplicate account if it is linked to a website. Too many security features on accounts external to Fidelity seem to cause this feature to always have an error of one fashion or another. November 23, 2016
Rated 2 out of 5 by Needs work I have a Full View account. It is extraordinarily hard to find ways to enter and delete accounts. November 2, 2016
Rated 2 out of 5 by Full View Accounts There maybe a lot of accounts to add, but the Fidelity Credit Card through Visa isn't available as a linked account. Where is the disconnect that the credit card Fidelity partners with isn't available for linking? October 20, 2016
Rated 1 out of 5 by My cash this website is horrible at simply trying to get some of your own cash out of Fidelity. September 2, 2016
Rated 2 out of 5 by Great tool... when it works Full View often fails to log onto external investment sites. So, if you have funds outside of Fidelity, the tool is not at all reliable. I've reported this to the web support team, but it takes forever for them to fix it. I was told that that team has so many problems to work on, and this particular problem is assigned a low priority. August 12, 2016
Rated 3 out of 5 by Fullview Can't Connect Fidelity VISA?? I'm trying to set up Fullview to help with my budgeting and money management in retirement. I've hit a major snag. I use the Fidelity Visa as my primary household credit card, and most of my monthly spending goes on that card. But Fullview cannot connect that account, so I can't import the majority of my expenses. When I asked Customer Service for assistance, the response was "I am sorry for the inconvenience, but at this time there are not steps available to add the new Signature Visa Reward card. We are actively seeking a resolution; however, we do not have an anticipated date that this will be available." C'mon, Fidelity, you can't connect to your own card?!? July 30, 2016
Rated 1 out of 5 by Hate it Have been trying to get rid of it for two months with ZERO help from customer service. July 27, 2016
Rated 1 out of 5 by Not responsive Very disappointed. I use Mint. Looking for a trusted alternative. Very buggy. Spend most of my time looking at blank screens or swirling circles. Cannot see all my transactions. Got to 3 page and hang. Tried to delete accounts, no luck. Looked at all my accounts and suddenly one is missing. Tried to edit account, swirling circles. Same with Chrome and Microsoft Edge. July 23, 2016
Rated 3 out of 5 by It's OK, but I don't use anymore It's the standard Yodlee thing. For (external) accounts that have multiple security questions, the Full View thing will not work without entering (again) answers to the questions as they cycle from the external account website. It has access to most of the external accounts I tried, but not all. Airline frequent flyer programs seem to avoid Yodlee (or that is my experience). If you want a snapshot of all (or most) of your financial accounts this could be for you. I find the Fidelity interface not great (and slow for my DSL). I suppose there is an increased risk of losing account login info to crooks by entering all your credentials. June 24, 2016
Rated 1 out of 5 by usefulness of full view it is of no use to me as it gives asset allocation by institution. I cannot see performance or asset class allocation of total portfolio. My goal was to compare performance & consolidate accounts May 27, 2016
Rated 2 out of 5 by Not user friendly Fidelity need to redo the whole interface. It is not user friendly at all. When you're trying to figure out something like manage/delete a bank account from ACH transfer, you can forget about their Help section. It won't tell you exactly where you can find the option to do it. I eventually figured it out and it was buried down several pages and under "Related Links". Their Android app works but the interface is way outdated. They should use more modern design. May 18, 2016
Rated 4 out of 5 by Adding Individual Stocks I like Full View but would like to know how to add individual stock holdings and have the value update automatically. March 29, 2016
Rated 3 out of 5 by Needs better interface to start I have been trying to use Full View this year. Moved off Mint. Love the integration with my Fidelity Accounts and I don't seem to be losing any credit card transactions like I did in Mint. However, the interface is very "clunky" for lack of a better word. Slow is another downside. I'm still learning how to make the best use of the tool. Full View clearly needs work. It is not up to the standard I've come to expect and appreciate of the of other Fidelity online tools. I hope that Fidelity continues to offer a tool like Full View or another alternative tool and that they are committed to making it the best in its class. March 17, 2016
Rated 1 out of 5 by no mobile support after hearing about this service, I thought it would be a great one, but it turned out to be not so. most of the times accounts does not refresh, they report outside account error. not having a mobile app that shows my full view is a big bummer March 9, 2016
Rated 2 out of 5 by Great idea, poor execution. Fullview is a income and expense analysis software along the lines of quicken. I've used both products and have been using Fullview for several years and recommended it to other fidelity users among friends and family. It's is useful in collecting and categorizing your cashflow streams and in producing reports on income, expenses along time and categories. As part of fidelity.com it's available everywhere and the contents are safe behind their security barriers. However, I've seen some bugs from time to time and have not received adequate support from Fidelity.com. I've been told this is because it's an external product and not one developed by Fidelity. I wonder if any of the data goes outside or stays within Fidelity's walls. This is a shame as it's a very useful tool. March 5, 2016
Rated 1 out of 5 by not a priority for Fidelity I have been using Full View for at least 5 years. The concept is fantastic; however, the execution is poor. For example, the Budgeting tool only gathers 6 months of data which cannot be changed; however, since most people have some spending that is outside the 6 month interval (e.g., Federal taxes), this budget method is in accurate. The tool really needs some attention, but Fidelity does not seem to respond to requests for enhancements or fixes. February 13, 2016
Rated 3 out of 5 by updating recent changes from outside accounts? I would give this tool 5 stars if it consistently updated all of my outside accounts. The total up-to-date value from outside accounts adds up but in the detailed analysis I'm still seeing mutual funds included as part of my portfolio which I have sold in the last month. If this gets fixed, I would change rating to a 5 star. December 30, 2015
Rated 2 out of 5 by stopped working Full View worked well for about 6 months, then it stopped updating a number of my outside funds. Fidelity technical personnel tried to fix the problem but were unable. They did not have a definitive answer to why the problem occurred. October 22, 2015
Rated 2 out of 5 by my Fidelity investment accounts dont show up My Fidelity Cash Management account shows up in Full View, but my fidelity investment accounts do not. There is no apparent way to add the Fidelity investment accounts. Also, the user interface has way too much white space, so you can't see all of your information on the screen at any given time. I liked the old Fidelity website interface much better. October 17, 2015
  • 2017-02-01 T06:10:56.235-06:00
  • bvseo_lps, prod_bvrr, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasreviews, tv_501, tr_501
  • loc_en_US, sid_002, prod, sort_default
2 3 4 5 ... 17 next>>