I have several different types of Fidelity accounts from www.fidelity.com. I’m not sure which option to use to link all of them.

Personal Capital has different options to choose while linking your Fidelity accounts depending on the type of your account. To choose the best option, please refer to the table below:

 

Account Type

Search Term

Option to Choose

IRA, Brokerage,
BrokerageLink

“Fidelity”

“Fidelity (All accounts except 401k)”

401(k)

“Fidelity NetBenefits”

“Fidelity NetBenefits (401k)”

Cash Management

“Fidelity Cash Management Account”

“Fidelity Cash Management Account”

ESPP, 403(b), 401(a)

“Fidelity NetBenefits”

“Fidelity NetBenefits (401k)”

Rewards Visa Card

“Fidelity Rewards Visa“

“Fidelity Rewards Visa Signature Card”

HSA Investment accounts 

“Fidelity”

“Fidelity (All accounts except 401k)”

HSA Bank accounts

“Fidelity Cash Management Account”

“Fidelity Cash Management Account”

 

If you are having any issues adding the accounts with the recommended options, please contact us.

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