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You can add non-Fidelity accounts to Accounts & Trade > Portfolio > Summary, including bank accounts and investment accounts from non-Fidelity institutions, as well as Fidelity accounts you have been authorized to view. If your accounts are accessible online, you can enable online access and your account balances will update automatically. If your accounts are not accessible online, create a custom account and manually enter account data to display on the screen.
You can add accounts from thousands of well-known financial companies to your Summary page. To see if your financial services provider is included, go through the View Other Accounts process to search for the account. If your institution is not available, you can add a custom account to display balances on the Summary screen.
Click the View Other Account link at the bottom of the Summary page to start the process. During the View an Account process, you can search for and add your accounts from the thousands of financial institutions that participate in this service.
Enter the name of the institution to search, or browse through a list of the institutions available. If your institution is not listed, you can add a Custom Account to track your balances manually.
To add a non-Fidelity account to Portfolio > Summary, you need the credentials (generally a user name and password) you use to access the account online. All of your information is securely stored and encrypted using leading-edge technology to protect your data.
Within the View Other Accounts process you can add any account as a Custom Account. Look for the link on the Search for the Account screen of the View Other Accounts process.
Check with the institution for information about online access to your account.
If you have not already established online access to an account, you can link to the institution and create a log in from the View Other Accounts process.
First, select the institution where your account is held. On the Enter Account Data page, click the linked name of the institution. This link will open a new browser displaying the institution's main page, so you can set up online access to your account.
After you have established online access to your account, return to the Fidelity browser window to complete the View Other Account process.
To change the user name or password, on the Portfolio>Summary screen choose Update Password from the Select Action drop down list for the account.
Use this function to change the user name or password used by this feature to access your non-Fidelity account. For example if you've changed the password to your bank account online you also need to update the information on Fidelity.com to continue viewing data on Portfolio>Summary. Changing log in credentials on Fidelity.com will not change them at the third-party institution.
Once an account is added, the service gathers data from the institution. For most financial accounts, this data includes account name, account number, and balance. If the account is an investment account that contains positions, the position, quantity, price and value is displayed. All sites do not provided the same data.
Click the account name from the Portfolio > Summary screen to view the transactional history and details for the account.
To remove accounts from the Portfolio > Summary screen choose the Delete option from the Select Action drop-down list for the account.
Note that this will remove the account from the Full View®application as well. To remove the account only from being viewed on Portfolio Summary, use the Name, Hide and Categorize function. For more information see Portfolio Summary.
Look for the Last Refresh Date for the account in the footnote on the Portfolio > Summary screen.
To update the account information on the Portfolio > Summary screen, select the Refresh option from the Select Action drop-down list for the account.
To log in to your account's Web site from Portfolio > Summary automatically select the Go to Site option from the Select Action drop-down list for the account. A new window will appear with the Web site of the account and you will be logged in.
Note: Web browsers running software to prevent pop-up windows will prevent this window from appearing. Turn off any pop-up window blockers before you begin.