Broker connection

Sync your Fidelity portfolio automaticallyEvery position, dividend, and transaction — updated without lifting a finger

Whether you hold index funds, dividend stocks, or both across a Fidelity brokerage, IRA, or 401(k) — connect once and divtracker.ai tracks everything automatically. Live prices, dividend history, and transaction records update in real time so your FIRE progress and income projections are always accurate.

Connect Fidelity free

How to connect your Fidelity account

01

Create your divtracker.ai account

Sign up free — no credit card required.

02

Open Settings and choose Fidelity

Navigate to Connected Accounts in Settings and select Fidelity from the broker list.

03

Authorise read-only access at Fidelity

You'll be redirected to Fidelity's secure login page. Authorise read-only data access — divtracker.ai can never place trades, move funds, or make any changes to your account.

04

Your full Fidelity portfolio appears instantly

Holdings, transactions, and dividend history are imported. Your dividend calendar is populated and FIRE progress is live within minutes.

What syncs from Fidelity

Positions

All holdings across brokerage, IRA, and 401(k) accounts at Fidelity

Live prices

Real-time market value and day-change for equities, ETFs, and mutual funds

Dividend history

Every dividend and distribution payment with exact amounts and dates

Transaction history

Buys, sells, dividend reinvestments, contributions, and withdrawals

Account balances

Total portfolio value and cash balance across all linked Fidelity accounts

Read-only access only. divtracker.ai cannot place orders or move money in your Fidelity account.

Prefer CSV import?

Export your positions history from Fidelity's Activity and Orders page and import directly into divtracker.ai. The importer handles Fidelity's default export format automatically. You can upgrade to auto-sync at any time.

Your Fidelity portfolio. Tracked automatically.

Dividend calendar, FIRE progress, live performance — always up to date.

Connect Fidelity free