Fidelity AccessSM

We're taking another step to keep your account information secure

We recently announced our upcoming launch of Fidelity AccessSM, which will add another layer of protection when you're 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 Access

  • 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

There is no action you need to take now

Your data is secure. We'll let you know when Fidelity Access is available to you and how you can take advantage of it.

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 is Fidelity Access being introduced?

    Fidelity is working with third-party financial websites and applications to enable them to connect through Fidelity Access. Available now, sites and applications may connect to it as soon as they want to.

    To protect our customers, third-party firms that want to connect to Fidelity Access must adhere to strict security standards and destroy any user IDs and passwords previously acquired from Fidelity customers. They also must assume responsibility for handling Fidelity customer data they receive, including liability should that data be breached, compromised, or misused after they've received it.

    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 client account data through Fidelity Access without charge.

    We are committed to a smooth transition for customers and third-party financial sites and applications. You do not need to make any changes or take any action at this time. We will keep you informed as third-party websites and applications move to Fidelity Access, including advising you of any steps you may need to take. We will notify you about re-authorizing third-party financial sites so you can access information from your Fidelity accounts.

  • Which third-party financial sites and applications are using Fidelity AccessSM?

    Fidelity is working with third-party financial websites and applications to enable them to connect through Fidelity Access, which is available now; sites and applications may connect to it as soon as they want to. We will keep you informed as third-party websites and applications move to Fidelity Access, including advising you of any steps you may need to take. We will notify you about re-authorizing third-party financial sites so you can access information from your Fidelity accounts.

  • I sometimes use a third-party financial site or application to view my Fidelity account data. Do I need to do anything at this time?

    No, there is nothing you need to do at this time. We will keep you informed as third-party websites and applications move to Fidelity AccessSM, including advising you of any steps you may need to take. We will notify you about re-authorizing third-party financial sites so you can access information from your Fidelity accounts.

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

    Fidelity Access is intended to replace a practice called "screen scraping," widely used today 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 will no longer be asked by third-party websites and applications to provide your Fidelity login credentials to see 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 access and display information from my Fidelity accounts?

    Yes, when we complete the rollout of Fidelity Access, we will no longer permit third-party financial websites and applications to use Fidelity account usernames and passwords to access information from Fidelity accounts. We are committed to a smooth transition for customers and third-party financial sites and applications. You do not need to make any changes or take any action at this time. We are working with third-party financial websites and applications to enable them to connect through Fidelity Access, which is available now; sites and applications may connect to it as soon as they want to. We will keep you informed as third-party websites and applications move to Fidelity Access. We expect to complete the rollout in 2018.

    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, once the rollout of Fidelity Access is complete, your Fidelity account information will no longer be accessible through that third-party financial site or application. We expect to complete the rollout in 2018.

  • Is there a deadline for third-party financial sites or applications to make a decision to move to Fidelity AccessSM?

    There is no specific deadline at this time. We are committed to a smooth transition for customers and third-party financial sites and applications. We are working with third-party financial websites and applications to enable them to connect through Fidelity Access, which is available now; sites and applications may connect to it as soon as they want to. When the rollout is complete, we will no longer permit third-party financial websites and applications to use Fidelity account usernames and passwords to access information from Fidelity accounts. We expect to complete the rollout in 2018.

  • 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 new 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 without charge.