About This Integration

Want to track your Fidelity investments, manage your portfolio, or trade more efficiently using a 3rd-party trading tool? App developers use SnapTrade to connect to Fidelity as well as many popular brokerages around the world in a single integration. This is because SnapTrade makes it secure and seamless to connect brokerage accounts to fintech apps. This means your data stays safe with bank-level encryption and you’re always in control.

How to Connect to the Fidelity API

Once taken to the SnapTrade connection portal, here are the steps you can take to connect your Fidelity account:

Step 1 - Agree to SnapTrade’s Terms and Conditions (only done the first time you connect an account)

Step 2 - Click “Continue” to be linked out to Fidelity’s website to complete the authentication process

Step 3 - Login to your Fidelity account via their website

Step 4 - Agree to the Fidelity Access User Agreement

Step 5 - Select the accounts you want to share

Once you’ve completed these steps, you’ll be redirected to the app.

Is It Safe to Connect My Fidelity Account?

At SnapTrade, security is our top priority. We understand that when you connect your brokerage account, you want to be sure your data is safe, private, and fully under your control. That’s why we follow the highest security standards and are SOC 2 Type 2 compliant. Here’s what this means for you:

• Bank-Level Encryption– Your data is secured when sharing
• Full User Control – You can disconnect your account from any app at any time
• OAuth access - Your credentials aren't shared with us or any app

Frequently Asked Questions

Does Fidelity have a developer API?

Yes, Fidelity has a developer API which is made available to SnapTrade.

Does the Fidelity API support trading?

No, SnapTrade's integration with Fidelity does not offer the ability to place trades.

How can I remove my account from an app?

You can disconnect your account anytime from within the app and/or directly from your settings in Fidelity.

Does SnapTrade support Fidelity two factor authentication?

Yes, SnapTrade supports two factor authentication on the Fidelity integration.