Fidelity Investments
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Fross Family
It looks like Fidelity may have prevented Plaid from accessing users account. It will be great if we can add Stripe as an aggregator so we can add other banks or financial institutions not supported on Plaid.
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Clarence Tso
Would love to see this as well; got 5+ accounts in Fidelity that I can't auto-sync!
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Gary
Adding Finicity will also do the trick for Fidelity Investments
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Max
Can confirm Finicity is still connecting Fidelity to my Monarch trial just fine. For what it's worth, Finicity connections almost feel more stable in Monarch than the Plaid ones. Maybe it's worth using them over here anyways if other banks are having sustained Plaid problems.
I'm also trying Simplifi and they're able to connect Fidelity with what I believe is Intuit. Mint also worked with Fidelity but that got kind of screwy towards the end, creating duplicate accounts.
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Ben Ward
+1, this and TransAmerica are my last accounts not supported.
The following is copied from Reddit for people who might stumble across this later: https://www.reddit.com/r/fidelityinvestments/comments/16vl2cp/comment/k3gldao/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button
> Here's the rundown: Fidelity has chosen to limit data sharing to an exclusive import provider (Akoya, previously a division of Fidelity) and the Akoya API (which is subpar and will most certainly charge a fee), instead of one that is shared with other providers/aggregators (like Plaid, MX, and Yoodle). Akoya will also have the power to prohibit third-party aggregators from manipulating or enriching data - meaning that they could "functionally render existing aggregators non-competitive."Akoya claims that this is to protect consumers, and that the current method of "screen scraping" is high risk. And it is--even Plaid touts that now 75% of their connections are API-based, and that their "goal is to remove the need to rely on screen scraping" entirely. Open Banking as a concept is sound, but also poses its own security challenges, as well as not being an equitable solution with potential to lead to financial exclusion for low income users. In an ideal world, the Open Banking concept is regulated to the degree that it's designed to protect consumers--in practice, this is not always the case.
Specifically, Akoya is untested, does not offer SLAs, will have the ability to block consumer access and override consumer consent, may provide less data than what is called for by the Financial Data Exchange standard, and lacks a proven track record of handling high volumes of API calls. There are larger potential knock-on effects as well, detailed in the source article below.
Link to Fidelity's change notice: https://nb.fidelity.com/public/nb/default/resourceslibrary_redesign/articles/datasecurity
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Jonathan Gibson
This is definitely needed and is holding me back from committing to a paid service.
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Brian
+1000
I’d love to see the ability to sync with Fidelity. This is one of the major roadblocks for my family to switch to Lunch Money.