Why can’t I see my trades from today with Fidelity?

Fidelity doesn’t allow intraday updates to your portfolios. The following message is posted from Fidelity when you set up the connection to Fidelity.

Fidelity Investment account balances, cash position, and holding prices and units will reflect the values as of 8 AM ET on Fidelity.com or Net Benefits. All account refreshes after 8 AM ET will return the same values until the next synch up on 8 AM ET the next day.

If the latest update time is not a recent time you can always click the Refresh button on the brokerage connect page.

There is more in-depth information on Brokerage Connect in our help pages. We also have a companion blog post that explains Brokerage Connect in detail.


Top
Why can’t I connect to... Can Free users connect to a...