Data security with third-party websites and apps

At Fidelity, protecting your data is critical to us. That’s why we’re always enhancing how we safeguard your data.

Securing your data

We’re updating our security protocols for third-party websites and apps

Know your connections

Take time to assess which third-party sites may have your Fidelity credentials

Steps you can take

Explore ways you can be proactive about securing your personal data

What you need to know about third-party websites and apps

We’re always enhancing how we safeguard your data. As such, we wanted you to know about new security protocols we’re implementing to continue to keep your information secure whenever you link your Fidelity accounts with outside websites and apps, and provide them with your Fidelity login information. Examples of these sites include:

  • Money management websites and apps that let you see all your accounts from multiple providers (sometimes known as “data aggregators”)
  • Budgeting apps and banks that import your spending and saving information from your Fidelity accounts
  • Person-to-person payment apps that link to your Fidelity account

While these sites may make accessing your information more convenient, they use the Fidelity username and password you provided to them, which means they have the same access to your data that you do. This makes it difficult for you to control what they see and do with your account information.

How is Fidelity helping to protect your data?

We are implementing new security protocols to add another layer of protection to your accounts. As we complete this transition, when using some third-party websites and apps, you may experience a temporary interruption on those external sites. You will still be able to access all of your account information and activity directly on or the Fidelity mobile app.

Steps you can take to protect your information

You can help take steps to protect your information and data, including:​

  • Confirm whether you still actively use all the sites and apps that have your Fidelity username and password.
  • Determine whether you want to continue to share your Fidelity access with these sites and apps.
  • Read the terms and conditions of sites and apps that have your login credentials, to ensure that you know how your data is used and stored, whether they sell any of your information, and what happens to your data if you leave the service or if the service ceases to exist.
  • Set up alertsLog In Required to stay informed on your account activity.
  • Monitor your accounts regularly for any unusual activity.

Questions you may be asking

For more tips to keep your data safe from hackers and unwanted exposure, visit our security overview page.