Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Fidelity

Fidelity Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Identity

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Fidelity data to Google Sheets

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.

Google Sheets

Export and sync comprehensive Fidelity datasets to Google Sheets in Google Drive folders on a recurring, automatic basis. Historical data is included. Connect to Google Data Studio via Google Sheets or Google Drive.

Google Sheets

External Resources about Google Sheets:

Learn about Data Filters in Google Sheets