How do I connect my Fidelity Investments account?
Start by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for your banking institution.
Next, follow these steps:
- Search for Fidelity and select the correct account you invest in.
- Enter your Fidelity username and password
- After logging in, your investments will be synced with PortfolioPilot.
If you have any questions, reach out to us at [email protected].