Fidelity Full View
Tap a star to rate
Fidelity Full View aggregates account data across multiple financial institutions on a single dashboard, showing balances, investments, spending trends, and overall net worth. It pulls in external checking, savings, credit cards, and investment accounts, not just Fidelity holdings.
It appeals to investors who already use Fidelity and want to extend budgeting to accounts held elsewhere, or to people managing multiple institutions who prefer Fidelity's unified view. The integration is strongest if you do use Fidelity investments, but the aggregation works with external accounts too.