Fidelity connections are now available in Boldin. Once linked, your Fidelity accounts will automatically sync with your plan, so your balances stay current and your projections stay accurate without any manual updates.
You can connect Fidelity and Fidelity Net Benefits accounts using the following instructions below.
How to connect
Log in to your Boldin account
Navigate to My Plan > Connections
Select "+ Add Connection"
Select "Financial Institution"
In the search bar, type Fidelity
Select Fidelity (fidelity.com) from the list
Follow the on-screen prompts to complete the connection
That's it. Once connected, Boldin will automatically sync your Fidelity account data on a regular basis.
Having trouble connecting?
A few things to try if the connection isn't working:
Double-check your credentials. Use the same username and password you use to log in directly at fidelity.com.
Try again after a few minutes. Occasionally, Fidelity's connection may be temporarily unavailable.
Contact our support team. If the issue persists, reach out to Boldin's Support team using the chat feature in the top right corner of your plan and we'll help you troubleshoot.
Ready to keep all your accounts in sync automatically? Upgrade to PlannerPlus and connect Fidelity and hundreds of other institutions to your plan.