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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 488 reviewers.
Rated 4 out of 5 by Full View review I now manage all my finances in Full View. I am able to manage all transactions and all accounts outside my fidelity account. October 30, 2013
Rated 4 out of 5 by new version not as easy to update amounts of accounts. Otherwise fine. Very useful. Thank you. October 30, 2013
Rated 2 out of 5 by So-so Rates of return should be available for each individual portfolio, with options for different time frames. Fidelity portfolios in Full view should all be updated as they are in the portfolio summary; there is no valid reason to have different results in the summary and in full view for accounts held at Fidelity. 3 month view at the bottom is ridiculous. It should end with the present day, not the last day of last month. October 29, 2013
Rated 4 out of 5 by Great Full view is a great feature that allow you to view all your accounts in own place with out need for other software October 29, 2013
Rated 3 out of 5 by A lot of unused features I use Fidelity only for managing my portfolio so I do not use most of the features provided in the Full View tab. October 29, 2013
Rated 3 out of 5 by Superficial but convenient +++ I love the convenience of jumping to Full View from my Fidelity home page and seeing an updated net worth in a minute. --- What I really want is more analytics -- I'd love to see the percent bonds and stocks I own, the amount of 5 star funds, etc. Not all of my money is at Fidelity and it would be very handy to see analysis of all of it. October 29, 2013
Rated 1 out of 5 by Thew new Fullview is TRASH The previous version of Fullview was absolutely amazing - full web applet integration, seamless navigation, and quick loading times. The revised version recently pushed out is slow, lethargic, and bereft of technical issues. It is completely unviewable via mobile devices and doesn't interact well with printer PCL commands, cutting off important data when one attempts to print. This is a GREAT tool that has taken a HUGE step back.. October 29, 2013
Rated 3 out of 5 by Not User Friendly I LOVE the idea of full view, but not yet user friendly to manage finances effectively. We switched from Mint.com so we could ensure more security. However, it is not nearly as useful. What's missing is: Alerts! - Notify me when I've been hit with a finance, bank charge, so I can prevent problems immediately! Need easier way to change categories, Ability to set better rules so it populates categories as desired automatically. For example, being able to always have a specific vendor list groceries. Current rules not so useful. Better way to project upcoming income and expenditures. Better reports and easier access to view budget against expenditures, better search functions to find payments, troubleshoot problems etc. Re: recommendation or not. I would recommend this account if you can improve its functions. Would make me feel much better about Fidelity overall as effective daily management enables better planning and reaching of longterm goals. October 29, 2013
Rated 5 out of 5 by Great Tool, but Slow and Out of Synch I love Full View, but it takes too long to refresh the data from other websites, and this occurs EVERY TIME I click on Full View. Often, the dollar values of Fidelity accounts on Full View are not in synch with the values shown on my Fidelity Portfolio page at that time. (understandable during the business day, but this occurs nights and weekends). Also, it would be great if outside accounts and manually added accounts could be categorized within Full View (x% equity, y% bonds, z% real estate, etc.), and have those categories reflected accordingly in the Portfolio analysis tool, instead of being labeled "unknown" in that tool. October 29, 2013
Rated 5 out of 5 by Usefull Some problems after the upgrade with updates to Retirement Income Planner but now that it's fixed full view is great. October 29, 2013
Rated 2 out of 5 by Just because you can doesn't mean you should. This new version feels like a big step backwards. The biggest issue for me is the poor use of screen space. I feel claustrophobic every time I use this new version since the windows cannot be widened. I have almost completely stopped using the tool. Calculations are still confusing as Net worth on one page give me one total while on another page I get another total. Why wasn't there a trial to people who want to opt in? Why the all-or-nothing approach and why not revert back? These are rhetorical questions as the answers will be meaningless. October 29, 2013
Rated 1 out of 5 by Inaccurate and wrong The information is not accurate. Very disappointed in Full View! The Fidelity balances are wrong in Full View. I only have my Fidelity accounts in "Full View" and there are several errors. October 29, 2013
Rated 2 out of 5 by takes too long to refresh links keeps getting broken worse than it used to be before this version customer service not as good October 29, 2013
Rated 1 out of 5 by Terrible and useless I used to like it. I could see all my accounts in one glance. Now there are all kinds of double entries, so the bottom line is meaningless. I have alerted your customer service department 3 times and they always say they are working on the problem. How hard can it be? There has been no feedback or reply or updates on how the bugs are being fixed. We moved most of our money to Fidelity mostly based on your previously wonderful website. Now we're looking for some place else to move it. October 29, 2013
Rated 1 out of 5 by Too complex This has been a big step backwards! I really liked the old version. Maybe "good" tutorial or step by step examples might reveal some merits. If it was up to me, I would chuck the whole thing and reinstate the old one! October 29, 2013
Rated 5 out of 5 by Full View - herding financial cats Life is complex enough and keeping track of our finances can be daunting. The Fidelity Full View helps me gather all of my financials in one place. It really helps me see the big picture so I can plan and adjust. Observation is the first step. Thanks to the Fidelity team for providing a truly useful tool. October 29, 2013
Rated 5 out of 5 by Convenient I use it extensively and like it. I would like to get following additional features: 1. Access inside fidelity mobile app 2. Bills manager should show copies of the bills 3.ability to sync bills reminders with outlook October 29, 2013
Rated 2 out of 5 by Last update was terrible I really enjoyed the previous version of Full View but the new version was a down grade. It is slower and harder to use. I still use it but have been looking for another site or program that I can replace it with. October 29, 2013
Rated 4 out of 5 by Full View Full view is a good product, however, the recent changes have made the system confusing. For example, after spending lots of time trying to update a manually entered account, it appears that deleting and reentering the account is the only way to update it. That seems extreme, especially in light of the fact that I used to be able to update the account rather easily. October 29, 2013
Rated 2 out of 5 by Full Falls Short Full review has become way too complicated to review, understand or edit. October 29, 2013
Rated 5 out of 5 by Very Happy Camper I have consolidated all my finances (investments and day to day banking) with Fidelity and have been very satisfied with the service and attention I get. (not too much, not too little) The FIA credit card is great as well. Web site is fine and easy to navigate, although I must admit I preferred the old Full View to the new. October 29, 2013
Rated 2 out of 5 by Bug in Category Pulldown menu It is quite inconvenient to change a category in a transaction. Although it is possible to find a chosen category quickly by typing its first letter, I could not figure out a way to actually choose it. The only way I am able to choose a category is by scrolling down one category at a time until I arrive at the chosen category. This is quite inconvenient. I hope you correct this bug soon since I use Fullview all of the time to track my finances. I would be happy to be a beta tester for you. October 29, 2013
Rated 3 out of 5 by Full View changes I like the Investment change window (percent & dollar)that was added. I do not like the visual sizes that you changed to. Headers seem to be larger and take up valuable screen territoryThe previous screen shot gave a more realistic Fullview without having to scroll so much. Maybe add a font size or theme adjustment to your customize menu? Thank you for this opportunity. October 29, 2013
Rated 5 out of 5 by easy and simple easy access to review balances on a daily basis. I always view the "position" information. It gives me a better view of holdings October 29, 2013
Rated 4 out of 5 by Great Tool but Unable to Printing Features Need Work I love this tool! I can track mostly all of our accounts in one place. I have been a Quicken user for years and this offers a similar interface. The only downside are the printing features. The reports get cut off and I cannot print whats on the screen. An improvement in this feature would make the information more valuable. October 29, 2013
Rated 4 out of 5 by efficient all accounts are in one place, easy to see day to day and 1 year performance. Need to add a ytd table to the 401k view. October 29, 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 1 out of 5 by FullView Disapointment Your system went from being very simple to cumbersome. I try to use it quite but I am frustrated with how it works and looks. I am a retired financial professional with computer programing experience and you guys could have done a much better job. All you need is the right customers around the table providing their needs and a good systems analyst interpreting the look and feel of the product. I do not like it and now I am rarely on it. Disappointed October 29, 2013
Rated 3 out of 5 by jury is out I liked the old Full View. I'm not sure the new version provides any more value. October 29, 2013
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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.
Please contact a Fidelity representative if you have additional questions or concerns about the ratings and reviews posted here.