In short
StackViewer connects to Fidelity through SnapTrade using read-only OAuth over Fidelity Access. It imports positions, transaction history, cash and money-market balances, and dividends from the accounts you select, then merges them with your other brokers into one portfolio and analyses the decisions behind the numbers. The most important thing to know up front: your retail Fidelity brokerage and IRA accounts connect cleanly, but employer 401(k) and 403(b) plans held on Fidelity NetBenefits usually do not come through third-party aggregation. Connecting Fidelity is free.
What syncs from Fidelity
Positions
Current holdings for each selected account, including equities, ETFs, mutual funds, options positions and fractional shares (Fidelity supports fractional "Stocks by the Slice"). Each lot is normalised into StackViewer's schema so a Fidelity position sits next to positions from your other brokers.
Trade history
Buys, sells and option transactions on the connected accounts, used to reconstruct cost basis and a time-weighted return. History depth depends on what Fidelity Access exposes for the account; on first connect StackViewer backfills what is available rather than only new activity.
Cash & balances
Core cash and the money-market sweep position — for most retail accounts this is the Fidelity Government Money Market Fund (SPAXX), which shows as a holding, not as a plain cash line. StackViewer treats the sweep as cash so your allocation isn't distorted.
Dividends
Dividend and interest payments recorded on the account feed the dividend calendar and income view. Because Fidelity's core is a money-market fund, the small monthly SPAXX distribution appears here alongside equity dividends.
What does not come across: employer-sponsored 401(k), 403(b) and other workplace plans held on Fidelity NetBenefits (see below); Fidelity Full View aggregated external accounts (those live inside Fidelity, not in your Fidelity account itself); real-time intraday prices; tax lots that Fidelity does not expose over Fidelity Access; and pending/unsettled orders, which appear only after they execute and settle in the next sync.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day traders — if you need tick-by-tick pricing or live options Greeks, Fidelity Active Trader Pro is the better screen.
Which Fidelity accounts actually come through — and which don't
This is the single most-asked Fidelity question, so it is worth being exact. Many Fidelity customers see a 401(k), a Roth or Traditional IRA and a taxable brokerage account all under one fidelity.com login and reasonably assume all three will connect. They usually don't, and the reason is that Fidelity runs two different systems. Your retail accounts — individual and joint brokerage (including the Cash Management Account), Traditional and Roth IRAs, SEP and SIMPLE IRAs, and self-directed accounts — are shared through Fidelity Access, the consent framework SnapTrade uses. Those select cleanly on the Fidelity consent screen and flow into StackViewer. Your workplace retirement plan, by contrast, lives on Fidelity NetBenefits, the recordkeeping platform your employer uses. NetBenefits balances are frequently not available to third-party apps, and Fidelity's own guidance warns that users of some third-party sites and apps may see the NetBenefits link disrupted while access to the plan through NetBenefits itself is unchanged. In practice that means your 401(k) and 403(b) will often be missing from the account list at connect time, or will fail to refresh even if they appear once.
StackViewer handles this honestly rather than pretending the plan is there. Connect the retail accounts that do come through and you get an accurate combined return, allocation and risk read across your taxable and IRA money. For a 401(k) that NetBenefits won't share, you can still add it as a manual holding so your total-net-worth allocation isn't misleading — StackViewer just labels it as manual and excludes it from trade-level analysis, because there are no imported transactions behind it. It is far better to know a slice of your portfolio is manual than to see a "complete" number that silently omits your largest retirement balance. If your employer's plan does expose data through Fidelity Access (a minority do), it will connect like any other account with no extra steps.
Also use Schwab?
Fidelity and Charles Schwab are the two accounts we most often see paired in the same US household — commonly a long-held Fidelity IRA and 401(k) rollover on one side and a Schwab taxable brokerage (or a former TD Ameritrade account migrated into Schwab) on the other. Tracking them separately hides your real picture: the same S&P 500 index fund at Fidelity and a total-market ETF at Schwab quietly leave you 60% concentrated in US large-cap without either app telling you. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect Fidelity?
The connection is read-only OAuth through SnapTrade, delivered over Fidelity Access. You log in on Fidelity's own site and agree to the Fidelity Access User Agreement — StackViewer never sees your username or password and never stores them. SnapTrade's Fidelity integration does not support trading at all, so the token that comes back can read positions and history and nothing else: StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. Fidelity's two-factor authentication is supported during the connection flow, and you can revoke access from inside Fidelity's security settings (or from StackViewer) whenever you want.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect Fidelity to StackViewer?
- Yes — read-only OAuth through SnapTrade over Fidelity Access. StackViewer never sees your Fidelity credentials and cannot trade or move money. Revoke it from Fidelity in one click.
- Can StackViewer place trades on my Fidelity account?
- No. SnapTrade's Fidelity integration is read-only and does not support trading, so no order can be placed and trading permission is never requested.
- How often does Fidelity data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours.
- Is the Fidelity integration free?
- Yes, on the free plan, with no credit card.
- What Fidelity data does StackViewer import?
- For the accounts you select, it imports positions (including fractional shares), trade and transaction history, cash and money-market balances such as SPAXX, and dividends. Retail brokerage and IRA accounts come through Fidelity Access; employer 401(k) and 403(b) plans on NetBenefits usually do not.
See it working before you connect anything
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StackViewer is not affiliated with, endorsed by, or sponsored by Fidelity. Fidelity, Fidelity Access, NetBenefits and their logos are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what Fidelity exposes; details verified 18 May 2026 and subject to change. Not financial advice.