Major investment services company. Connect Fidelity to TradeOlogy and every fill syncs on its own, so your journal, analytics, and reports build themselves from your real trades - covering stocks, options, with positions and full history included.
About the Fidelity integration
TradeOlogy links to your Fidelity account through SnapTrade and imports your trades automatically. There is no spreadsheet to maintain and nothing to copy across by hand - once you connect, your fills flow in on their own and stay current as you keep trading.
From those trades TradeOlogy auto-journals every position, then builds your analytics, performance metrics, and reports for you. Your Fidelity history becomes a full picture of how you trade, ready to review the moment a trade closes.
What TradeOlogy syncs from Fidelity
- Positions & holdings
- Stock, ETF, Option, Mutual Fund, ADR, Fixed Income, Tax Lots
- Transactions
- Buy/Sell, Deposit/Withdraw, Dividend, Reinvestment, Option Events
- Account types
- Basic Trading, NetBenefit, Traditional IRA, Roth IRA, 401(k), CreditCard, Checking
- Balances
- Total Cash, Total Account Value
Transaction history: Last 2 years
TradeOlogy is read-only. We import your trades to journal them - we never place trades or move funds.
How to connect Fidelity to TradeOlogy
- 1Enter your Fidelity login through SnapTrade's secure, read-only connection.
- 2TradeOlogy imports your full history and open positions from Fidelity.
- 3Your journal, analytics and reports build themselves from your real fills.
Is it safe to connect my Fidelity account?
Yes. The Fidelity connection is built to be read-only and private from end to end.
- Read-only access - We can never place a trade or move money. TradeOlogy only reads your fills to journal them.
- Bank-level encryption - The connection runs through SnapTrade, a regulated data aggregator. Your credentials are never stored by TradeOlogy.
- You stay in control - Disconnect any Fidelity connection anytime, and your journal is kept.
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Start journaling your Fidelity trades
Connect Fidelity and get your full performance picture the moment a trade closes.
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View all supported brokersFidelity questions, answered
Everything about connecting Fidelity to TradeOlogy.
Yes. TradeOlogy connects to Fidelity read-only through SnapTrade, a regulated data aggregator. We can see your trades and positions to journal them, but we can never place a trade or move funds, and your credentials are never stored by TradeOlogy.