Third Party Budget Apps
Summary of User’s Issue and Solutions Discussed:
- The user is experiencing issues linking NerdWallet with their Fidelity account due to third-party budget apps not connecting via Plaid.
- Fidelity has implemented a new secure connection as of October 1st, 2023, requiring third parties to adapt to this system to access Fidelity data.
- Fidelity is actively working with industry data aggregators to facilitate the transition to this integrated connection.
- No published list of third-party aggregators that have made the switch to Fidelity’s new system is available at this time.
Here’s the full thread
Hey there! I tried to link nerdwallet with my fidelity since I just moved my other bank accounts to you guys, but third party budget apps won’t let me connect with plaid? I’d really love to be able to monitor my cash flow and budget stuff since I also use the app to share info with my partner.
Are there any budget apps that fidelity plays nice with?
Thanks for reaching out, @Executive Chef.
At Fidelity, we put our customers’ financial well-being above all else—that includes ensuring the privacy and security of our customers’ data. As of October 1st, 2023, Fidelity began requiring third parties to transition to our new secure, integrated connection in order to access Fidelity data. This change offers better controls on how authorized third-party websites and apps interact with your Fidelity accounts.
Fidelity has been working with many of the industry’s data aggregators on smooth transitions to this integrated connection for years. Customers who use a third party that does not utilize our integrated connection may experience a disruption in the link between those websites and apps and their Fidelity accounts.
For more information on this change, please check out the following resource.
Data security when connecting with third-party websites and apps: https://www.fidelity.com/security/third-party-app-protection
That said, I will make sure that your post gets forwarded to the appropriate team for review. We’re constantly adapting and improving our systems, and we have added features suggested over various channels, including Discord several times in the past. We value your opinions and will continue to put in the work on our end to bring you the best user experience.
Please let us know if you have additional questions. 🟢
Do you have a list of those who have made the switch to your new system?
Thank you for the follow-up. We do not have a published list of third-party aggregators to share.