Fidelity Access provides a convenient and more secure way for you to see your Fidelity balances and holdings account data with third-party websites and applications that aggregate financial information. Such websites include those used for budgeting, financial planning, spending analysis, and generating portfolio advice. With Fidelity Access, you'll no longer be asked by third-party websites and applications to provide your Fidelity login credentials for access to your account information. Instead, when you choose to access your Fidelity account information through a website or application that participates in Fidelity Access, you’ll be automatically linked to Fidelity and can then authorize us to provide that website or application with access to your account information. Once we receive that authorization, Fidelity Access will allow that website or application to access your account information through a secure connection.
Fidelity Access provides you with more control by granting access only to the Fidelity accounts you have authorized. On the Fidelity Access control center (which you can find on Fidelity.com, NetBenefits.com, and other Fidelity websites), you'll be able to see which websites or applications you've authorized to access your account information. You can change or remove those account access permissions any time.
There is an opportunity for everyone to benefit from innovation enabled by data sharing. With the demand for data sharing poised to accelerate and major data breaches exposing more and more people to greater risk, the time is right for secure data sharing solutions like Fidelity Access that use open technology standards.