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Fidelity brokerage API integration with SnapTrade

Fidelity

Fidelity is an American multinational financial services corporation based in Boston, Massachusetts.

Region/CountryUS
Authentication TypeLogin Credentials
Assets TypeStock, ETFs, ADR, Mutual Funds
Connection TypeRead
Transactions HistoryMore than 5 years

About This Integration

Fidelity is one of the largest brokerages in the United States. It is a comprehensive brokerage platform that serves a broad spectrum of investors.

The Fidelity brokerage API from SnapTrade is a bespoke integration, requiring a password/PIN authentication and additional SMS, and Symantec VIP for two-factor authentication.

The brokerage API has a balanced set of features, supporting a variety of account types, account balances, as well as position asset classes and order asset classes.

SnapTrade’s API for Fidelity support extends to transaction activities and retains historical transaction data for up to five years.

This integration does not support trading.

For full details on the Fidelity brokerage integration, visit our Notion page