Fidelity
Brokerage
AI assistants
MCP (Model Context Protocol)
Connect Fidelity to AI assistants
Connect to Synci's MCP server so AI assistants like Claude, ChatGPT, and Perplexity can securely read your portfolio balances and trades.
Features
Everything, end to end.
From
Fidelity
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
AI assistants
- Connect Claude, ChatGPT, Perplexity, or any MCP-compatible assistant
- Ask about your spending, balances, holdings, and connections in natural language
- Read-only by design, assistants can never move money or change anything
- You choose exactly which accounts each assistant can access
- Sensitive identifiers like account numbers and IBANs are always stripped
- Connect with a standard sign-in, no API keys, and disconnect anytime
I love YNAB, but Synci has made it actually usable for me. Also great support!
Obeq
Gift from God: Just want to say thank you for a seamless experience together with YNAB.
emiliusap
Discovered Synci via a Reddit ad. Finally a helpful ad! Works great! Thank you for the good service.
Qllervo
Thank you so much for Synci! Not being able to automate my budget for 3 months definitely made me realise just how valuable YNAB is to me, and I'm incredibly glad and relieved that I found a service that makes everything work again.
Jonna
Easy YNAB sync with good support: Works well, and is easy to set up. Quick and friendly support.
Kristoffer
Trustpilot
I just signed up. Been a manual entry YNAB user for many years. This is great!
JanBrogger
[Synci] works flawlessly so far and I have not encountered any problems. Highly recommended!
Amazing-Wasabi-2145
Setup
How it works
Connect securely
Log in through Fidelity's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Fidelity accounts you want to sync.
Link to AI assistants
Add Synci's MCP server URL as a custom connector in Claude, ChatGPT, Perplexity, or another MCP client, then sign in.
Sync automatically
Balances, holdings, and trades flow from Fidelity to AI assistants from that point on.
Pricing
Pricing that scales with you.
Pay only for the bank connections you need. Start small and add more as you grow.
Basic
A flexible, pay-per-connection plan — perfect for users with simple needs.
connections
€3.32/month
€39.90 billed yearly
Includes:
- Unlimited destinations
- 2 rules per connection
- 1 condition per rule
- 1 action per rule
- 30-day data retention
- Bank sync every 6 hours
- Not included:Transaction enrichment
Pro
Premium plan with transaction enrichment, more rules, high-frequency sync, and priority support.
connections
€4.58/month
€54.90 billed yearly
Includes:
- Unlimited destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 365-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
Enterprise
Unlimited pay-as-you-go plan tailored to businesses and high-volume individuals.
connections
Usage-based pricing
Includes:
- Unlimited destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 730-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
FAQ
Questions, answered.
Synci polls Fidelity for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to AI assistants within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Fidelity accounts sync, and rules can transform data before it reaches AI assistants.
No. Synci connects to Fidelity through a secure data provider, which means authentication happens on Fidelity's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Fidelity through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Fidelity.