Open Banking with Direct Access is available for Fidelity Investments

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

  1. Double-click on the account name for the account
  2. Choose “Configure Connection”
  3. Choose “Fidelity Investments – US” from the list
  4. 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.)