Connect Fidelity to YNAB
Automatically sync your portfolio balances and trades to your YNAB budget accounts.
Features
From
Fidelity
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
YNAB
- Keep your budget up to date with automatic bank sync
- Map any transaction field to YNAB-specific fields
- Transform transactions with transfer link rules
- Enrich transactions with clean merchant names, logos, and more (Pro)
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 YNAB
Point those accounts at your YNAB budget accounts.
Sync automatically
Balances, holdings, and trades flow from Fidelity to YNAB from that point on.
FAQ
Frequently asked questions
- How often does Fidelity sync to YNAB?
- 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 YNAB within seconds.
- What gets synced from Fidelity to YNAB?
- 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 YNAB.
- Is my Fidelity login shared with Synci?
- 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.
- Which provider does Synci use to connect to Fidelity?
- 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.
We are not affiliated, associated, or in any way officially connected with YNAB or any of its subsidiaries or affiliates. The official YNAB website can be found at https://www.ynab.com. The names YNAB and You Need A Budget, as well as related names, tradenames, marks, trademarks, emblems, and images are registered trademarks of YNAB.