What is Full View?
Full View helps customers manage their personal finances by bringing their online financial accounts including investment, bank, and credit card accounts onto a single Web page. There is no need to remember a variety of Web site addresses and unique log in credentials; Full View stores that information for you, enabling you to access information for all of your enrolled accounts securely through Fidelity.com.
With Full View, you can see your complete financial picture, including a snapshot of your net worth. In addition to your account balances, we've also added the following features:
- Alerts to help you monitor the activity on your accounts, available in the Alerts Inbox
- Home values and home equity charts that are automatically updated as valuations change, available in the Real Estate section
- Budget/Reporting Tools to set budget goals and run a variety of reports
- Categorization of transactions to better track spending
- Storage of transaction history for 24 months
- The ability to create Account Groups
Full View is compatible with several of Fidelity’s portfolio guidance tools, enabling you to import your Fidelity and non-Fidelity account information so you can easily review your financial picture and make informed decisions.
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How does Full View work?
With Full View, you select institutions where you hold an online account and enter your log-in credentials for those sites. There is no limit to the number of accounts you can add. Each day Full View scans the sites you've entered and brings the updated information into a single location on Fidelity.com and NetBenefits.com.
Full View helps you better manage your finances by allowing you to view balances, transactions, and account information for all of your enrolled accounts using reporting tools, charts, tables, and alerts. To get started, sign up for Full View.
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What information can I access?
Full View currently offers access to over 9,000 leading Web sites, and the list is growing every day. At this time Full View only supports information that is accessible via an online account or Web page. To suggest a site that is not currently on Full View, please contact Fidelity.
Additionally, if you own an account which is not accessible via the Web, you may add it as a custom account on Full View in order to keep track of all your accounts on one page.
Can I pay my bills through Full View?
No. Full View will enable you to view your bills and information from bill payment services - such as BillPay® — all in one place, but you cannot pay your bills through Full View.
Is there a charge for Full View?
No, Full View is a free service available exclusively to Fidelity customers.
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Which browsers support Full View?
Full View supports these browsers and operating systems:
| Operating System |
Microsoft Internet Exporer |
Firefox |
| Windows XP |
IE6 |
IE7 |
2.0 |
| Full |
Full |
Full |
Can I download Full View data to another program?
Yes. You can download transactions data from Full View to Excel (csv/xls).
How secure and private is Full View?
Security
Fidelity is committed to maintaining the highest levels of security and privacy for your personal information. All data is secured within Fidelity, so we can provide you with the security and privacy you have come to trust and expect from Fidelity.
Privacy
Our commitment to privacy is reflected in our privacy statement. Fidelity does not use non-Fidelity information without giving you a choice. If you subscribe to Full View through Fidelity.com, you can opt out of Fidelity’s messages and product and service offers by going to Full View Account Maintenance. If you register for the Full View service through NetBenefits, Fidelity will only use your account information from third party sites to furnish and support the Service, or in Fidelity planning tools and calculators, at your option.
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