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 501 reviewers.
Rated 5 out of 5 by Full View It has never been easier to track investments and retirement funds. Everything from all account sources across companies are presented in an easily managible format. It is crisp and clear! November 1, 2013
Rated 4 out of 5 by Convenient and easy to use The Fidelity Full View program is a great way to view all of your assets and bills in an esay to use consolidated manner. The large data base of financial institutions allows users a way to easily add their accounts to specific types of asset groups and name them in a way that makes sense to the user. For those nearing or planning for retirement, the Net Worth feature allows you to get a clear picture on your current financial standing. The liabilties grouping gives the user an at-a-glance perspective on outstanding bills and obligations. Full View is a wonderful tool for individuals to get an overall view of their financial picture. November 1, 2013
Rated 5 out of 5 by Very easy to use and informational The only thing I would like is access to my smaller hometown bank accounts so I could have a more complete picture November 1, 2013
Rated 5 out of 5 by fidelity account Much faster and more info than before. I use it everyday. November 1, 2013
Rated 1 out of 5 by Full View This is a poor to use. Fidelity should do better. Even this process is poor. November 1, 2013
Rated 3 out of 5 by just ok liked the old one better I used to be able to go to full view and immediately see my bank account balance, and scroll down my brokerage accounts and check my MM balances all in one glance. Cannot do that anymore. I have to jump from place to place to place so it takes me longer. Pretty annoying. November 1, 2013
Rated 5 out of 5 by Full View Review Full View is a very useful tool for me. I use it almost daily to take a snapshot of all my assets and liabilities (both Fidelity & non-Fidelity) and track changes to my Net Worth. I review the 'Account Transactions' to monitor what credit card charges, bank deposits and payments, and mutual fund debits and credits that have occurred in my accounts over the past few days, all in a single place. Customer Service - There was a problem with one of the interfaces to another mutual fund that was not updating but that was fixed with the new release of Full View. November 1, 2013
Rated 4 out of 5 by fullview I love Fullview. I would lke to have rhe refresh button returned as a feature. Also, I have several mutual funds with one company and can only view as individual finds, I want to see it combined from the brokerage. November 1, 2013
Rated 3 out of 5 by Full View I wish that I could set Full View to open first thing. November 1, 2013
Rated 5 out of 5 by fullview I think the new full view in fantastic. The only complaint I have is that it was hard to figure out how to get the apps to the dashboard. It was easy once I finally figured it out, but for some reason it wasn't obvious to me exactly what to do. I know it said 'drag the app to the dashboard' but whatever I tried at first wasn't working. Maybe slightly more detail in the instructions would be helpful for some of us. November 1, 2013
Rated 2 out of 5 by Slow and unhelpful Only looking at 3 months of data at a time is not helpful. I prefer to see a longer trend. If you try to make it 12 months, the page never loads. November 1, 2013
Rated 3 out of 5 by Full View Slow to access. Rarely up-to-the minute and it isn't easy to see when the site was updated. November 1, 2013
Rated 5 out of 5 by Helpful insight into portfolio It is helpful but you need to improve how self-intuitive it is. It is really hard to edit and change things. I keep looking for a long time and forget the next time. It is not easy to use. November 1, 2013
Rated 3 out of 5 by Full view Overall it is ok and a good feature but could be a little easier to use. It won't let me refresh one of the bank accounts linked to my full view. It says it was last updated 4 months ago but there is no button to update it. Also, it should be easier to select accounts you want to show and not show in full view. November 1, 2013
Rated 3 out of 5 by Full View I have suspended use of Full View recently because it is no longer apparent he to change/update user provided data for miscellaneous stock portfolios. October 31, 2013
Rated 5 out of 5 by Good by me... I like it. I use the basics. Quick pick buttons are what I use. I don't drill down much, so if it's not right there in my face, I probably won't ever see or use it. BS, MS, PE Engineer. October 31, 2013
Rated 5 out of 5 by Full view change hard to use There has been a change in inputting info on full view. Unable to access, very frustrating. October 31, 2013
Rated 3 out of 5 by Needs to be Simplified and Streamlined Slow, does not work well (e.g. crashes) with ATP. Cannot edit accounts from Full Worth screen. Too many levels of scrolling. Other smaller annoyances. I have not seen any useful change from the old Full View. October 31, 2013
Rated 3 out of 5 by Confusing Full View Full View, in my opinion has become more difficult to navigate and frustratingly confusing and I am a computer jock. A great concept, it has become far too complicated and has lost its appeal in the process. Like somebody's idea of a better chicken soup,"if adding a pinch of salt is good, then a pound must be better" seems to be the attitude of the designers. Lets get back to basics and clean it up! October 31, 2013
Rated 3 out of 5 by Individual Funds Interest and Dividends The site gives the accumulated interest and dividends for different time periods across a broad range of funds but not for an individual fund. I can find the accumulated cash flow (dividends and interest) for all funds in my IRA but not for an individual fund in my IRA (without researching every monthly statement). Am I wrong? October 31, 2013
Rated 2 out of 5 by Confusing There are some accounts that I would like to leave out of my full view and I cannot figure out how to do so. Also, my primary financial institution is a credit union and it is not supported by Full View so it will not automatically update. It is not intuitive how to update my account manually. I watched the short video clips, but they only show what can be done, not how to do it. I wish I could go back to the old version. October 31, 2013
Rated 4 out of 5 by Learning There is a lot of information on the screen. Would like to open only that which is important to me. October 31, 2013
Rated 4 out of 5 by Full View Review 10/31/13 I had one problem with Ful lView where the New Worth Performance figures were twice what they should be. I received emails/calls to update me until the issue was fixed. I do have a yearly (going back 3 - 4 years) problem with the Retirement Income Planner where after speaking with my AE or Portfolio Specialist, the assets that I want to inlcude are grayed out and the assets that I don't want included are selected. It is always fixed when I call, but I'm not sure why it continues to happen. October 31, 2013
Rated 5 out of 5 by outstanding product/tool It is extremely helpful to see my complete portfolio on one screen and be able to also drill down by account! But best of all, you show gain/loss since purchase on each item in the Fidelity accounts. Not all brokers provide this important information. October 31, 2013
Rated 4 out of 5 by A Useful Tool If you believe Fideity can guarantee the security of the site, FullView is an excellent way to stay on top of all of your financial and reward accounts. It allows an easy way to check activity on those accounts to assure you that nothing negative is happening to them. The trail of transactions also provides an excellent way to summarize an entire year for budgeting, tax or other purposes. The latest incarnation is slightly less useful as it favors the tablet or mobile design platforms over the more traditional desktop version. This gives you slightly less control over some of the data updating of the previous version. October 31, 2013
Rated 5 out of 5 by Convenient and reliable I have been with Fidelity for almost 20 years, and when they first introduced :Full View: I was skeptical, however, I soon found it to be an invaluable tool and love being able to take care of all my bill paying and balance checking in one place that I trust! October 31, 2013
Rated 3 out of 5 by Full View While it takes a little time to understand the revamping of Full View, I like the new site. It gives me everything I need in one location about my finances. October 31, 2013
Rated 3 out of 5 by Great product, latest update helped in some areas, hurt in others First, I love FullView as it allows me to look at total portfolio in one place. I have used FullView for several years and have seen the old UI and new UI. Here is my rundown of pluses and minuses: Pluses: - More modern looking UI with latest refresh - Refreshing is reliable - Configurability of what is shown where is good - I really use the Net Worth and Cash Flow screens - love them Minuses: - Many of the widgets are space inefficient and requires scrolling within widget box to see all accounts with unnecessary info. For example, workplace accounts have extra blank line and two lines that say "This account is linked to your Defined Contribution..." I don't want to see that info at the expense of not seeing all accounts in small space. I feel like every widget box requires scrolling. - Allow FullView ot make use of wider screens. I love the Google+ UI - card type metaphor that will size into single/double/triple/etc columns based on screen size - Needs a mobile app or ability - I don't really use the Calendar or FullView apps, although the apps have potential. - I somehow have a mortgage that does not have online access so I have a manual account set up for it. Does not seem I can link my house asset to a manual mortgage account. October 31, 2013
Rated 1 out of 5 by Full view issues I love the concept of Fullview but the implementation is awful from an individual account perspective outside of Fidelity. I see an "i" indicating there is an issue but then no obvious mechanism to query what the issue is or to get into an edit mode to perhaps change the account access information. Awful, awful, awful!!! Also, for starters, when I log on to fidelity I have to hunt for the pull down to see the link to get to Fullview. That tells me Fidelity does not feel the appl is really important since it is in essence hidden away. Fix it or eliminate it! October 31, 2013
Rated 4 out of 5 by Fidelity Full View I am a big fan of the Full View application for keeping track of all my financial accounts in one place. I particularly like the bill manager. However one thing I do miss is I use to be able to go to the bill manager app and look at what bills were do and then access the external accounts right from the bill manager section. With the new Full View I have to go back to the account summary section to initiate a connection to my external accounts to pay my bills. And then go back to the bill manager and mark the accounts as paid. I would prefer to be able to access my external accounts right from the bill manager app. October 31, 2013
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