Sync Fidelity to Home Assistant
BankSync may support connections to Fidelity accounts through third-party open banking providers, then route the supported account data shown below to Home Assistant. Set up takes under 10 minutes and requires no code.
How to sync Fidelity to Home Assistant
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 Home Assistant
Authorise BankSync to write data to your Home Assistant 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 Home Assistant.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Fidelity to Home Assistant
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 Home Assistant.
Custom Field Mappings
Map any Fidelity field to any column in Home Assistant — 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 Home Assistant?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Home Assistant 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 Google Sheets
- 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 Home Assistant
Institutions in the same market that can also route account data to Home Assistant.
- Sync Chase to Home Assistant🇺🇸 United States
- Sync American Express to Home Assistant🇺🇸 United States
- Sync Capital One to Home Assistant🇺🇸 United States
- Sync Wells Fargo to Home Assistant🇺🇸 United States
- Sync Citibank Online to Home Assistant🇺🇸 United States
- Sync Bank of America to Home Assistant🇺🇸 United States
- Sync PayPal to Home Assistant🇺🇸 United States
- Sync Bank of America - Charitable Gift Fund to Home Assistant🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Fidelity or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.