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