Fidelity AccessSM

We've taken another step to keep your account information secure

Fidelity AccessSM adds another layer of protection when sharing your Fidelity account information with third-party sites and applications.

What is it?

Fidelity Access provides you with more control over how you share your account data with third-party sites and applications—such as the ones you may be using for budgeting, financial planning, and spending analysis.

The benefits of Fidelity AccessSM

  • More secure: Eliminates the need for you to share your Fidelity login information
  • Better control: Enables you to view, change, or remove permission for sharing account data at any time
  • Enables innovation: Lets you access secure data sharing based on open technology standards

Fidelity Access FAQs

  • What is Fidelity AccessSM, and how does it work?

    Fidelity Access provides a convenient and more secure way for you to see your Fidelity balances and holdings account data with third-party websites and applications that aggregate financial information. Such websites include those used for budgeting, financial planning, spending analysis, and generating portfolio advice. With Fidelity Access, you'll no longer be asked by third-party websites and applications to provide your Fidelity login credentials for access to your account information. Instead, when you choose to access your Fidelity account information through a website or application that participates in Fidelity Access, you’ll be automatically linked to Fidelity and can then authorize us to provide that website or application with access to your account information. Once we receive that authorization, Fidelity Access will allow that website or application to access your account information through a secure connection.

    Fidelity Access provides you with more control by granting access only to the Fidelity accounts you have authorized. On the Fidelity Access control center (which you can find on Fidelity.com, NetBenefits.com, and other Fidelity websites), you'll be able to see which websites or applications you've authorized to access your account information. You can change or remove those account access permissions any time.

    There is an opportunity for everyone to benefit from innovation enabled by data sharing. With the demand for data sharing poised to accelerate and major data breaches exposing more and more people to greater risk, the time is right for secure data sharing solutions like Fidelity Access that use open technology standards.

  • How do third-party financial websites and applications obtain Fidelity account data without Fidelity AccessSM?

    Fidelity Access replaces a practice called "screen scraping", which is widely used by third-party financial websites and applications to obtain data from their users’ accounts at financial firms (including at Fidelity). In screen scraping, a third-party financial site or application requires its users to share their usernames and passwords for financial accounts they hold elsewhere. Those usernames and passwords are then used to obtain access to those accounts and to extract account data for use on the third-party financial site or application.

    With Fidelity Access, you are no longer asked by third-party websites and applications to provide your Fidelity login credentials in order to view your Fidelity account information on those sites or applications. Instead, when you choose to access your Fidelity account information through a website or application that participates in Fidelity Access, you will be automatically linked to Fidelity and can then authorize us to provide that website or application access to your account information. Once we receive that authorization, Fidelity Access will allow that website or application to access your account information through a secure connection.

    Fidelity Access provides you with more control by granting access only to the Fidelity accounts you have authorized. On the Fidelity Access control center (which you can find on Fidelity.com, NetBenefits.com, and other Fidelity websites), you'll be able to see which websites or applications you've authorized to access your account information. You can change or remove those account access permissions any time.

  • Now that you have introduced Fidelity AccessSM, will the third-party financial site or application I use eventually be required to use Fidelity Access to extract and display information from my Fidelity accounts on their site or application?

    Yes, now that the rollout of Fidelity Access is complete, we will no longer permit third-party financial websites and applications the use of Fidelity account usernames and passwords to extract information from Fidelity accounts. We are committed to a smooth transition for customers and third-party financial sites and applications so that you may continue to access your Fidelity account data via your desired method.

    Fidelity Access is part of our commitment to protecting you and delivering a great customer experience. As technology evolves, we look for ways to enhance the range of safeguards and multiple layers of security we have in place to protect Fidelity customer accounts and information.

    With major data breaches exposing more and more people to greater risk, there is an opportunity for everyone to benefit from innovation enabled by secure data-sharing solutions. With open technology standards and the demand for data-sharing poised to accelerate, Fidelity Access can help reduce the risk.

  • If the third-party financial site or application I use chooses not to use Fidelity AccessSM, will I be able to continue to use them?

    Yes, however, now that the rollout of Fidelity Access is complete, your Fidelity account information will no longer be accessible through that third-party financial site or application.

  • With Fidelity AccessSM, will Fidelity limit the account information that I will be able to view on third-party financial sites and applications?

    With Fidelity Access, you can grant access to your account data such as balances, holdings, and transactions—everything that is needed for budgeting, financial planning, analyzing spending, generating portfolio advice, and much more. Confidential, personally identifiable information is not available through Fidelity Access. However, if you want to provide that information on your own—and at your own risk—to a third-party financial website or application, you are free to do so.

  • Will Fidelity charge third-party financial sites and applications for this service?

    No, participating financial websites and applications will not be charged by Fidelity for using Fidelity AccessSM.

  • Will I have to pay financial websites and applications for using the service?

    We can't speak on behalf of other firms, but we would not expect financial websites and applications to charge for using Fidelity Access. Participating financial websites and applications will not be charged by Fidelity for using Fidelity Access. Once they agree to its requirements, websites and applications can access Fidelity customer account data through Fidelity Access free of charge.