Tiller announces open banking support for Fidelity
We’re excited to announce that the open banking connection for Fidelity Investments and many other Fidelity serviced sites will go live on Thursday, November 9th. This includes many employer 401k investment sites serviced by Fidelity.
We’re excited to announce that the open banking connection for Fidelity Investments and many other Fidelity serviced sites will go live on Thursday, November 9th. This includes many employer 401k investment sites serviced by Fidelity.
If you already have Fidelity accounts connected to Tiller you can upgrade your applicable connections using the steps below. Check out the list of affected Fidelity sites here.
- Open your Tiller Console at https://my.tillerhq.com
- Click “Connection > Edit credentials” next any applicable Fidelity site under the Connected Account Summary & follow the prompts to log in directly to Fidelity and connect.
If you haven’t yet connected your Fidelity accounts, you can click the “Add accounts” button on the Tiller Console and use the Fidelity Investments option or the Fidelity Net Benefits option to connect and pull in your investment accounts.
As with all our other open banking enabled institutions, these new Fidelity connections are more reliable, faster, and more secure than the previous connections.
If you run into any issues, check out our troubleshooting tips or send the team a message using the Messenger in the lower right corner of the Tiller Console at https://my.tillerhq.com
This upgrade does not apply to the Fidelity Rewards Visa Signature Credit Card. Bank feeds for those credit cards will continue to be provided via the separate Fidelity Rewards Visa Signature Card site.
If you have those credit cards connected via the Fidelity Investments site, they will no longer work after completing the Fidelity Investments upgrade and you will need to re-connect those cards using the Fidelity Rewards Visa Signature Card site.
Visit the Console at https://my.tillerhq.com and click Add Accounts then search for Fidelity Rewards Visa Signature Card to re-connect those cards. If you run into duplicates, you can check out our guide here on how to clean that up.
About Open Banking
Open banking connections offer faster, more reliable, and more secure bank data feeds to Tiller’s automated personal finance spreadsheet. More about open banking and Tiller.
That’s because with open banking, you never share any account credentials with Tiller. Fidelity manages your accounts credentials and protects them with the same level of security used for your financial accounts.
And you remain in control of your financial data, with a transparent view of all your account connections.
My cash management account was available to select on the upgraded open banking option when it asked me to select which accounts I wanted to include in the connection. Transactions and balance updated without issue as well.
Great. Thanks for the update!
Hi there –
After switching over to this new connection, all of the accounts I’m “authorized” on (but not the account holder of) no longer seem to come through. They show up on the Fidelity OAuth permissions page when I originally make the connection, but then don’t show up in Tiller.
Is there anything that can be done about this?
Thanks,
C
Also posted on Open Bank Refresh thread…
Also a Fidelity account holder with 2 login id’s - mine and my husband. There are 3 joint accounts, 3 personal accounts for him, 4 personal accounts for me. All the accounts are set where we can “see” all 10 accounts from each of our logins.
We had been using 1 login to get info for all 10 accounts. Now with Open Banking at Fidelity, we are using his login to grab the 3 joint accounts and his 3 personal accounts. I added my personal login this week to grab my 4 personal accounts. I did have to go through and clean up duplicates because my 4 personal accounts looked “new” to Tiller.
Overall, I’m happy with the Open Banking for Fidelity - no more blocked downloads a couple of times a day. My only complaint this morning (Saturday), is that the accounts did not refresh for Friday activity. It looks like I will have to wait for Monday for that.
In regards to the Fidelity Rewards Visa Card, there is also a connection for Elan Financial that has worked perfectly for me for a long time. I know that Tiller support keeps recommending the other login, but the Elan Financial one works very consistently. We have 2 connections for there as well - my Visa card and my husband’s Visa Card.
Yes, it worked for me. Sounds like you and I took similar steps - delete the credit card account from the list of accounts that will be refreshed along with Fidelity accounts, then add a new account, search for the Fidelity Rewards Visa Signature Card site, and log in to that account to set things up. I didn’t get the “Technical Error” you did. Maybe you were able to try again later and it worked?