We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol.
How to enable Direct Access with the new Open Banking site
- Double-click on the account name for the account
- Choose “Configure Connection”
- Choose “Fidelity Investments – US” from the list
- Follow the onscreen prompts as necessary. (You will be prompted to enter your credentials, but it will be when the app is sending those credentials directly to your bank.)