Sync Fidelity to Google Sheets
BankSync may support connections to Fidelity accounts through third-party open banking providers, then route the supported account data shown below to Google Sheets. Set up takes under 10 minutes and requires no code.
How to sync Fidelity to Google Sheets
Search for Fidelity in BankSync
Sign up for BankSync and, if Fidelity is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Google Sheets
Authorise BankSync to write data to your Google Sheets workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Fidelity fields supplied by the provider to columns in Google Sheets.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
How to Get Started
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What gets synced from Fidelity to Google Sheets
Transactions
Sync available Fidelity transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Fidelity accounts.
Holdings
Sync supported investment positions, quantities, and market values from Fidelity.
Trades
Sync supported investment trade and activity history from Fidelity.
Loans
Sync supported loan balances and provider-supplied liability details from Fidelity.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any Fidelity field to any column in Google Sheets — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Fidelity with Google Sheets?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets in minutes.
Get Started FreeSync Fidelity somewhere else
The same Fidelity connection can feed any of these destinations.
- Sync Fidelity to Actual Budget
- Sync Fidelity to Airtable
- Sync Fidelity to Firefly III
- Sync Fidelity to Home Assistant
- Sync Fidelity to Microsoft Excel
- Sync Fidelity to MongoDB
- Sync Fidelity to MySQL
- Sync Fidelity to Notion
- Sync Fidelity to PostgreSQL
- Sync Fidelity to Securo
- Sync Fidelity to SimpleFIN
- Sync Fidelity to Sure
Other banks that sync to Google Sheets
Institutions in the same market that can also route account data to Google Sheets.
- Sync Chase to Google Sheets🇺🇸 United States
- Sync American Express to Google Sheets🇺🇸 United States
- Sync Capital One to Google Sheets🇺🇸 United States
- Sync Wells Fargo to Google Sheets🇺🇸 United States
- Sync Citibank Online to Google Sheets🇺🇸 United States
- Sync Bank of America to Google Sheets🇺🇸 United States
- Sync PayPal to Google Sheets🇺🇸 United States
- Sync Bank of America - Charitable Gift Fund to Google Sheets🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Fidelity or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.