Connect Fidelity to AI assistants
Connect Synci's MCP server so AI assistants like Claude, ChatGPT, and Perplexity can securely read your portfolio balances and trades.
Secure read-only connectionSimple per-connection pricing
Features
From
Fidelity
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
AI assistants
- Connect Claude, ChatGPT, Perplexity, or any MCP-compatible assistant
- Ask about your spending, balances, holdings, and connections in natural language
- Read-only by design, assistants can never move money or change anything
- You choose exactly which accounts each assistant can access
- Sensitive identifiers like account numbers and IBANs are always stripped
- Connect with a standard sign-in, no API keys, and disconnect anytime
Setup
How it works
Step 01
Connect securely
Log in through Fidelity's own authentication flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Fidelity accounts you want to sync.
Step 03
Link to AI assistants
Step 04
Sync automatically
Balances, holdings, and trades flow from Fidelity to AI assistants from that point on.
FAQ
Frequently asked questions
- How often does Fidelity sync to AI assistants?
- Synci polls Fidelity for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to AI assistants within seconds.
- What gets synced from Fidelity to AI assistants?
- Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Fidelity accounts sync, and rules can transform data before it reaches AI assistants.
- Is my Fidelity login shared with Synci?
- No. Synci connects to Fidelity through a secure data provider, which means authentication happens on Fidelity's own login flow. Your login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Fidelity?
- Synci currently connects to Fidelity through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Fidelity.