Fidelity Full View question
Here’s a summary of the main problem and solutions discussed in the post:
- Main Problem: The user is unable to link their PNC Bank or Sofi Bank accounts to Fidelity Full View and receives an error message instructing them to contact Fidelity.
- Solution 1: The user can manually add their account by selecting “Accounts & Trade,” then “Full View,” and clicking “Help me add my account” under “Can’t find your institution?”
- Solution 2: After following the manual addition prompts, the user can create a static account that requires manual updates.
- Solution 3: If the desired institution cannot be linked, the user is encouraged to submit a request to Fidelity to add that institution by sending a secure email detailing the request.
This approach can help resolve the linking issue with Fidelity Full View.
Here’s the full thread
Does Fidelity Full View link to PNC Bank or Sofi Bank?
When I try to update these accounts the error message says to contact Fidelity.
Thanks.
Hi there @huskyduck.
Some accounts cannot be added to Full View by searching for the institution’s name or website address; however, in these instances, you may choose to add an account to Full View manually. To do this, once logged in, please follow the steps below:
1. Select “Accounts & Trade,” then click “Full View”
2. Select the button “Help me add my account” under “Can’t find your institution?”
3. Follow the prompts, fill in the details, and click “Save”
Please note that adding a manual account creates a static account that will only change if updated by you.
Also, please know that we add multiple new financial institutions each year within Full View. New institutions are prioritized each year by the number of requests we receive. So, if you are unsuccessful in linking your desired account, I encourage you to submit a request to add this institution to Full View. You can submit the request by sending us a Secure Email. Please detail which institution you’d like to see added by clicking the link below and sending a message to the inbox labeled “Technical Support.”
Send us a secure email (Login required): https://digital.fidelity.com/ftgw/digital/secureemail
If there is anything we can clarify or if additional questions pop up, please don’t hesitate to ask! We’re always happy to help. 🟢