Easily monitor all of your Fidelity and non-Fidelity online financial accounts in one secure place. Improved account visibility can help you better manage your entire financial picture. Plus, with a single portfolio view, you can get more out of Fidelity's powerful guidance and planning tools.
What Full View Allows You To Do
- See balances and transactions for your investment, bank, and credit card accounts
- Use powerful portfolio guidance tools to review your complete financial picture
- View alerts across your accounts
- Use a wide array of budget and reporting tools
- Set up automatic expense categorization
- Include real estate information to round out your financial picture
Power, Safety and Security
Fidelity and Yodlee, a leading provider of personal finance management technology, have teamed up to provide this free service to Fidelity customers.
As always, Fidelity is committed to maintaining your privacy and the security of your personal information.

