Your financial picture will soon be getting a whole lot sharper

The new Full View® is coming, and it'll change the way you see your financial life. Look for enhancements that will let you more easily, and more intuitively, monitor your entire portfolio in one place.

Get ready for a smarter Full View

A simplified, modern experience will make it easier than ever to track your financial information. And, as always, it's all still free.

Monitor and control
Track income and expenses with improved, automated budget tools.

Customize
Personalize views to your liking with smarter, more intuitive navigation.

Why use the new Full View?

Full View's new features and improved design help you take control of your finances. Use it to consolidate your accounts, track your spending or net worth, set up alerts, integrate with our planning tools, and more.

full-view_screen

Simplified views and more intuitive design make Full View easier than ever to use.

What this means for you

You do not need to take any action at this time. Once the new Full View is launched, all your Fidelity accounts will automatically migrate to the new experience. You will, however, need to take a few simple steps to relink your non-Fidelity accounts—but don't worry, our automatic prompts will guide you through the following steps:


  1. Choose the account you want to relink
  2. Enter the institution name
  3. Enter your credentials
  4. Verify the account
  5. Repeat until you've relinked all your accounts

Full View is operated by eMoney Advisor, LLC, a Fidelity Investments company.

NOTE: The new Full View will no longer support rewards points and bill management, balances and expenses calendar view, and credit card usage view.