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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Holly & Helios
Thank you so much for making this happen. With multiple fidelity accounts, this was one of my biggest time sucks having to keep everything updated manually. Hope you had a wonderful Thanksgiving!
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David Roth
Thank you so very much for working with Plaid and Fidelity on this matter. What a great early Christmas present from the best home financial management product and team!!
Jen from Lunch Money
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We are excited to announce that Fidelity is available again via Plaid and OAuth in Lunch Money!
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Jonathan Gibson
Jen from Lunch Money
What ended up happening? I thought Fidelity was using a new data provider?
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Jen
Jonathan Gibson Hi Jonathan, we were able to get a special deal signed with Plaid to re-enable Fidelity access!
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Clarence Tso
Jen from Lunch Money wow, you guys are awesome.
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David Roth
Jen from Lunch Money I just tried creating a new Fidelity account with a connection via Plaid and got the same message as before that a Plaid connection to Fidelity is not permitted.
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Max
Well played Jen
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Jen
David Roth Hi David, here are the steps I see that lead me to Fidelity OAuth login. Let me know if you see the same or not! If you need further assistance, please reach out to support@lunchmoney.app and we'll be more than happy to help :)
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David Roth
Jen .I got these screens when I attempt to create a linked FIdelity account. I even got a list of my Fidelity accounts presented to me that I then checked those that I wanted sync with. It was only after I passed this account list screen that I received the screen that Fidelity will not synchronize via Plaid
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Jen
David Roth Hi David, please open up a bank syncing support ticket and our support team will get this over to Plaid for further investigation!
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Matthew Ailes
Betterment uses Plaid for some integrations and just had Fidelity added as something that is now supported. Is it just as simple as toggling a switch now?
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Holly & Helios
I'm also yearning for the day when I can connect reliably to my Fidelity Investment (and PenFed) accounts. Please consider upvoting request to evaluate using Fuse API to connect to multiple data aggregators:
Fuse API
Fuse Supported Institutions
How Fuse Can Help w/ Fidelity Connections
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Rachel Lien
This would be great! I have investments and HSA with Fidelity.
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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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