Connecting with Fidelity

Currently, Fidelity accounts can be linked with Finicity and MX data providers. There is a separate connection for Fidelity Credit cards.

Learn to merge your old Fidelity accounts here.

Please note that if you see an invalid credentials error when adding a credit card, it may be because the Fidelity Credit Card connection operates on a separate URL where only Credit Card accounts are listed. The credentials used for the primary Fidelity financial institution often won’t work with this connection, even though you may see credit card accounts listed by Fidelity.

You may need a unique login to add your credit card accounts. to create one:

  • Click on the “Don’t have an account? Sign up!” button located here.
  • You will be prompted to enter your card number and SSN to create new credentials.
  • Once these new credentials are created, you can successfully add the accounts using the financial institution “Fidelity Credit Card” (102121) within Monarch.
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