• Safi Bello

Fidelity AccessSM Offers a Convenient and More Secure Way for Clients to Share Fidelity Account Data

Fidelity Investments press release --------- Fidelity Investments® today announced Fidelity AccessSM, a convenient and more secure way for Fidelity clients to see and use their Fidelity account information, such as balances and holdings, on third-party financial websites and applications that aggregate financial information, such as those used for budgeting, financial planning, analyzing spending, tax preparation, and generating portfolio advice. As third-party financial websites and applications begin to use Fidelity Access, Fidelity clients will no longer need to provide those sites and applications with their Fidelity log-in credentials—their account usernames and passwords—in order to share their Fidelity account information. Instead, when clients choose to access their Fidelity account information through a financial website or application that participates in Fidelity Access, they will automatically be linked to Fidelity and can then quickly and easily authorize Fidelity to provide that site or application with access to their Fidelity account information; they can even designate the specific Fidelity accounts to which they want to offer access. Once Fidelity receives that authorization, Fidelity Access will allow that financial website or application to access the client's Fidelity account information through a secure connection. To learn more click on the picture below to read the release.

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