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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 Useful but not without flaws A great alternative to Mint, though the interface isn't as good. It's easy to budget, but what boggles my mind is that even though the budget lets you create subcategories, these won't show up in your totals (Mint does this as well). When tagging transactions, you have to select from a long drop down list - would be more convenient if you could also type and autocomplete kicked in. Otherwise, it's a great feature to have in the same place you have your retirement account/etc. I wouldn't say that it's a standalone product just yet. October 29, 2013
Rated 2 out of 5 by Older site was more responsive The concept of full view is great. However with the new sites launch it has become slow, sluggish and very complex. I like the features but it takes minutes to post any refresh data. I stare at a blank page with spinning dials. I just log out go directly to my most important sites and the next time I log in the data will post ok. Bank account updates and loan balances are the slowest. It also takes a lot of tinkering to get alerts to be accurate and to dismiss an alert takes many, many bottom pushes to get a payment to register. I use an iPad a lot and my PC with Firefox as the primary browser. Results are similar on both devices. October 29, 2013
Rated 3 out of 5 by Problems with Full View I find it annoying when I want to see the transactions on my banking or credit cards it does not show them on one page. Scrolling with a small view window is annoying. October 29, 2013
Rated 4 out of 5 by Most everything in one place Full View has been a valuable tool in tracking my finances and investments. It's nice to be able to see a clear view of all accounts and positions. One great example is the ability to have Full View display credit card balances when paying bills. This saves hunting down data from multiple locations. My only negative is navigation can sometimes be inconsistent. Depending on how you click to access an account, you can get different views and information. One major gap is the inability to pay bills from the bills manager. I'm not sure how this feature could have been missed. Currently, you can only use it to check balances and amounts. The ability to pay bills directly from the home page is a missing feature that would add a lot of value and I hope will be added soon. Overall, I am very pleased with Full View and it is just another reason why Fidelity is and will always be my primary financial service October 29, 2013
Rated 1 out of 5 by Full View It is a good idea but the tool is terrible, difficult to use and full of bugs. I have given up on it completely. As a software professional and an experienced investor .... I would recommend Fidelity just not full view October 28, 2013
Rated 4 out of 5 by Full View has great potential, but is not polished I love being able to see all my accounts in one place and updated daily, and have used Full View for more than 5 years. The new Full View added lots of nice features, but has its problems. The multiple scroll bars are clumsy to use and not compatible with screen captures, which I like to use. No convenient Print option, like the old, simpler Full View had. Net Worth Performance under Dashboard didn't correctly display my totals to accommodate my consolidating several Fidelity accounts. The Dashboard doesn't give a total of Banking and Investments, which I wish it would. I wish the Dashboard's Investment change would allow an option of Total Asset change. Net Worth doesn't show account numbers to distinguish among my various Fidelity accounts. The Transactions report shows dividends, etc., but doesn't show which stock paid the dividend. Good underlying structure, but so many details left out. I hope upgrades are coming soon. October 28, 2013
Rated 5 out of 5 by Excellent in all areas Excellent in all areas, I have appreciated all That is at my fingertips. October 28, 2013
Rated 2 out of 5 by Full View The new version of Full View is very poor compared with the version it replaced. The earlier version allowed me to create a comprehensive detailed report on all of my investments with a single click. Now, I must fiddle with windows and extraneous information to extract the report(s) I need. It took Fidelity a long time to wring the problems out of the earlier version. Now, things just got much worse. This change will cause me to rethink how I will track my protfolio in the future. October 28, 2013
Rated 2 out of 5 by Was better before Full View was better before the recent "upgrade". Features that I used are no longer available. Still plenty of errors in accessing my accounts. Loads and closes MUCH slower than previously. October 28, 2013
Rated 5 out of 5 by FULL VIEW Great area for getting a "snapshot" and keeping up with all accounts everywhere.. October 28, 2013
Rated 3 out of 5 by printing and downloading It is very difficult to print complete selected pages. Net worth for instance requires highligting to print all accounts. The download feature no longer exists October 28, 2013
Rated 4 out of 5 by need to print To tell you the truth, I liked the old Full View better. I was able to get a full page of my accounts and it included the positions by account. I don't use any of the Full View 'apps' other than the accounts. It does not print pretty -- the print button just prints the page with all the widgets. October 28, 2013
Rated 3 out of 5 by Full view Usefull to have but not easy to set up. Not able to set up Many account are some don't always work October 28, 2013
Rated 3 out of 5 by A good try, but not there yet I have been a fullview user since it launched few years ago. It is convenience to track all my accounts in fullview. The new fullview is coming short. There are a lot of area can be greatly improved. For example, when you are in expense analysis, there seems no way to go to transaction directly. You have to navigate another pulldown menu in order to do so. The logic behind navigation is questionable. You do not have much control on default setting or filter. October 28, 2013
Rated 4 out of 5 by full view I like that you can bring in outside credit card transactions. October 28, 2013
Rated 4 out of 5 by Cumbersome to maintain It should be more straight forward to use and to maintain. October 28, 2013
Rated 1 out of 5 by The worst upgrade ever I loved the old full view and it was a critical part of my personal financial routine. I would log in and eye-ball down my account ledger to check my balances and transactions. I could look at everything on one page and it met my needs perfectly. The new full view does not allow me to see all my accounts on the same screen in the same "ledger" view. In order to get the same amount of information onto one page in the new full view i have to load up 6 different widgets, some of which randomly decide not to work on occasion, load slowly, move location on the page unexpectedly, lose my sorting settings, and none of the widgets fit well on the page (i don't want 2 columns i want one ledger view). Currently I go from the dashboard, to the Net Worth page, to the transactions page, just to get the same amount of information i used to get in the old full view. I am extremely frustrated by the new full view and am considering leading fidelity because of the frustration it's caused me and would be more than happy to do whatever i can to help fix it, i'd prefer not to leave fidelity, but this one feature is critical to helping me maintaining my personal finances. October 28, 2013
Rated 5 out of 5 by Happy Fidelity is a company to be trusted with experienced people to give sound advice October 28, 2013
Rated 3 out of 5 by More info on postions page for Traditional IRA I'd like to see dividend info, like ex div date, pay date, rate and annual percent. P/E would be nice as well. October 28, 2013
Rated 3 out of 5 by complicated I have have had trouble changing and updating things October 28, 2013
Rated 3 out of 5 by Full view Does not show transactions and is slow to load at times. October 28, 2013
Rated 4 out of 5 by Concise snapshot It's a little slow when it first starts up and I wish it was more flexible regarding the configuration of what is displayed. But overall, nice job! October 28, 2013
Rated 2 out of 5 by Fullview Review :( The previous version of Fullview was easier to navigate, auto logon to accounts, etc. It's better than nothing though... October 28, 2013
Rated 4 out of 5 by Full View - The Prior version of Full View I liked better. The interface was simpler. October 28, 2013
Rated 5 out of 5 by Full View I use Full View a lot and especially like the mouse over feature on NET Worth Performance. My only issue with Full View is that I have duplicate outputs; i.e. two AX, two Marriott, two whatever on my Awards Snapshot. Wish the same account would only show up once. October 28, 2013
Rated 4 out of 5 by Your getting there... I like the idea of being able to view all my financial information in one place. The real trick would be to have a single financial institution that provided me with everything I wanted – low cost investment options covering all sectors and asset classes as well as banking services that included all the reporting tools I need to get a concise picture of my financial situation. I use multiple brokerages and banks/credit cards to do this today, I wish I could do this all in one place. The Full View tool is a great start (you need to add more reports/graphs around investment returns etc.) I've had issues with it showing errors when reporting my holdings in other brokerages. You need more commision free ETF options , especially sectors and you need lower expense ratios on all your etf offerings October 28, 2013
Rated 4 out of 5 by Overall good account aggregator Overall good account aggregator but doesn't work with all of my accounts. Customer support is slow. I've been waiting 3 - 4 months for a simple fix involving a mismatch of challenge questions on an account site vs Full View. October 28, 2013
Rated 5 out of 5 by Recommended to others Services are getting better and better. Research is very good, lessons are ideal for reviewing and learning new information. I recommend Fideity Investments to many people and site the web pages as the excellent means of learning how to take control of one's own finances and investments. The charts and graphs are getting easier to understand with a quick glance. October 28, 2013
Rated 4 out of 5 by Single point overview Owning numerous investment products and bank accounts its great to see a quick overview of my finances in one spot. I'm able to get the information fast and efficiently. October 28, 2013
Rated 1 out of 5 by Full view does not work I called a few month back to fix the area that shows credit cards overage. It showed that I exceeded my credit cards limit. I went and checked each credit card and was well under each credit card limit. As of this date, each day it still shows that I am over the credit limit on each card. It does not get fixed. I have called twice but to no avail. October 28, 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.