What's happening with Full View?
We recently launched a new, updated version of Full View that will look different from the previous version you may have been using.
Full View® Frequently Asked Questions (FAQs)
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I used the previous version of Full View. Are my linked accounts still there in the new version?
Yes. All your linked and manual accounts will show in the new version of Full View.
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What changes have you made to new Full View?
Based on your feedback, we continually update Full View to help you find ways to improve your financial outlook.
- We've modernized the interface to make it more intuitive and simpler to use on your computer or mobile device.
- We've simplified the cash flow and budgeting features to help you monitor your money in the way that works best for you.
- We've added automatic, AI-driven categorization to your transactions that learns and adapts as you use it.
- We've added personalized insights, based on what we know about you and your goals, to help you find ways to get where you want to go with your money.
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What's AI-driven transaction categorization? How does it work?
Our new, advanced AI model looks at your transaction data and intelligently categorizes each transaction into one of more than 100 predefined categories. We trained the system on human-driven category selection, and it continually learns based on your data and your custom categorization.
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What features are you adding to new Full View in the future?
We're excited to be working on several future enhancements to Full View, including:
- More robust linking of financial institutions to include credit cards, student loans, etc.
- Customizable descriptions for transactions
- Customizable sub-categories and transaction rules to help you personalize your spending analysis
- Showing your net worth and cash flow over time to uncover trends and find personalized insights
- Detailing your current asset mix for investments and cash
- Splitting transactions for purchases that include multiple categories
- Deeper categorization for assets, including pre- and post-tax accounts
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How can I share my feedback with you?
We welcome your feedback and appreciate any opportunity we get to hear from you. Please visit Full ViewLog In Required and use the Feedback tab on the right side of the screen to share your thoughts with us.
* IMPORTANT: If you are accessing Full View® via your mobile device, your experience will be limited and certain features of Full View OR the service may not be available. To access all capabilities and review all disclosures, please log into Fidelity.com and access the Full View desktop site via your personal computer.
Your "Net Worth" is a snapshot of your assets and liabilities at a specific point in time. Assets include your house, cars, bank accounts, investments, cash value of your life insurance policies, and other personal property. Typical liabilities are your mortgage and auto loans, credit cards, and other debts. Your net worth is the difference between these two values. In theory, if you sold all your assets and paid off all your liabilities, your net worth is the amount you would have left over before taxes.
As presented, "Net Worth" is an estimate based on the information available to Fidelity as of the time and date of the display. It is provided as a convenience for informational purposes only. Your actual net worth may be substantially different than what is displayed. You may have other assets or liabilities which are not reflected in the estimate presented. The Net Worth display is not a substitute for, and should not be considered, your account statement or an official statement of your assets and liabilities.
Your Net Worth display may include accounts held outside Fidelity or manually entered valuations. To add accounts held outside Fidelity, you may have used the data aggregation capabilities made available to you as a Fidelity customer via Full View®. Any information aggregated via Full View will be automatically reflected in your Net Worth display and refreshed periodically. You may also have manually entered asset and liability information in a Fidelity online experience. While this information may be automatically reflected in your Net Worth display, this information will remain static until you manually update it. Use the Full View Link capability to add outside assets or liabilities or to edit the information presented regarding non-Fidelity assets and any liabilities you may have. Fidelity is not able to verify the accuracy of the information displayed regarding accounts held at financial institutions other than Fidelity, nor can Fidelity verify the accuracy of any manually entered information regarding your assets and liabilities.
Full View® is an account aggregation service (the "Service") operated by eMoney Advisor, LLC, a Fidelity affiliate. This service is made available to you as a Fidelity customer at no additional charge and is subject to certain limitations and restrictions. The Terms of Service, Privacy Policy, and Security Policy that govern your use of Full View differ from those applicable to your experience at Fidelity. Review carefully prior to use. Full View® is a registered service mark of FMR LLC.
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