Easy point and click
Setup in under 5 minutes
Secure data architecture
Auto export Fidelity data to OneDrive for Business
Every 10 Minutes, Hourly, Daily, Weekly
Full DatasetsData IntegrationFlat files
Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.
Export and sync comprehensive Fidelity datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.