Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

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 Fidelity.com 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

What is a data aggregator?

Data aggregators are used to collect and exchange data between your accounts and third-party websites and apps. When you provide your login credentials to a third-party app, your data is being retrieved by an aggregator. Once you share your login credentials, they have the same access to your data that you do.
How will this affect me?

We're working with third-party sites and apps to make their access more secure when using your data. Depending on which site you use, you may be temporarily unable to access some of your Fidelity data on that site. It does not mean that your Fidelity information has been lost or compromised in any way, and you can still access all your accounts directly on Fidelity.com and on our mobile app.
Is this a response to a data breach?

No. This is purely a proactive, protective measure. It's not the result of any loss of customer information or data leak. It's part of our ongoing effort to implement the latest security protocols to help protect your accounts.
Do I have to do anything?

While you don't have to take any action, you should assess which third-party sites may have your Fidelity credentials. You can continue to view, access, and manage all your accounts directly on Fidelity.com or within the Fidelity Mobile^® app.
What's being done to allow third-party sites and apps to access my Fidelity information?

We’re working with these sites and apps to allow you to access your information outside Fidelity when and where it’s convenient for you—but only while ensuring these access points meet our own high security standards.
Does this change impact Fidelity's Full View?

Customers who use Full View on Fidelity.com and NetBenefits.com will not be impacted, as Fidelity information is accessed through a secure application (API). However, investors who work with an independent advisor using the eMoney Advisor planning tool and who have accounts with Fidelity will likely be impacted, as eMoney will only be able to access information through specific webpages or secure applications and be prompted with multi-factor authentication (MFA).
Will the healthcare data for health savings accounts (HSAs) be impacted?

This change will not impact the healthcare data for HSAs.
Will this change impact me if I use TurboTax?

This change will not impact the use of TurboTax for customers.
What if I still want an impacted third-party provider to have my data?

You can manually enter data on the third-party provider's website.
What is our solution for popular peer-to-peer banking solutions such as Venmo?

Peer-to-peer payments should continue to work, but you may experience changes, such as needing to verify an account through transactions like micro-deposits instead of having instant verification.
How do I revoke access to my account information for a third-party website or app?

You can remove access directly from the app or service, but the safest and most secure way is to change your Fidelity password.

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

Mutual Funds and Mutual Fund Investing - Fidelity Investments