Connect Fidelity to Well
Connect Fidelity through Plaid and Well reads your accounts, balances, transactions, and investment holdings, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from Fidelity
Fidelity feeds your accounts, balances, transactions, and investment holdings into Well through Plaid as a US brokerage connection. It is read-only; disconnect at any time from your workspace settings to revoke Fidelity’s access.
| From Fidelity | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Fidelity → Well
Fidelity bank details
- ACH routing number
- 101205681
- Institution type
- Brokerage
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
- investment holdings
What Well does with your Fidelity connection
Connect
Connect Fidelity over Plaid: you authenticate with Fidelity through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from Fidelity on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Fidelity entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Fidelity lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions Fidelity unlocks
Ask in plain language. Well answers from your connected Fidelity connection, resolved against the rest of your stack.
Ask anything about your Fidelity connection
Ask about your Fidelity connection…
36 agent skills run on Fidelity.
Each one answers a question from live Fidelity data. The required ones return nothing until a source like it is connected.
Needs a source like Fidelity
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Secure Payroll
Know if payroll is safe, and which vendor bills to push if it is not.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Burn rate
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
Cash forecast
See the settled month-end cash series and where the line goes from the last complete month.
Cash flow bridge
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
Missing supplier invoices
See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.
Assign missing invoices
Put a name on every settled expense that still has no invoice.
Missing invoice sweep
Walk the whole month-end sweep in one prompt.
Close the books
Drive the month-end close from open to sent to your accounting tool.
Accounting review
Work through your open accounting items by category.
Categorize your suppliers
Close the category gaps behind your spend before you close a month.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Optimize Supplier Prices
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
Subscription spend
See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.
Subscription actions
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
Personal spending
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
Check bank and books
Compare your bank with your books, list the gaps, and re-run what missed rows.
Answers better with Fidelity
FX exposure
See how much of your cash and receivables sit outside your reporting currency.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Invoice fetching agents
See exactly which agents would run, before any of them does.
Convert currencies
Turn mixed currencies into one number you can actually audit.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Call and claim
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
Money back
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
Employer cost
Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses Fidelity when it is there
Connects and checks Fidelity
Connect Fidelity in three steps
- 01
Connect Fidelity through Plaid
From Well's Connections panel, search for Fidelity and click Connect. Well opens Plaid's secure flow, where you authenticate on Fidelity's side. Your Fidelity login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your Fidelity accounts, balances, transactions, and investment holdings and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Fidelity makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Fidelity is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How Fidelity stays secure with Well
Well connects to Fidelity through Plaid, the bank-aggregation layer. You authenticate on Fidelity's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, transactions, and investment holdings, but cannot move money, initiate a payment, or change anything at Fidelity. Disconnect any time from Well or your Plaid dashboard.
- granted
Read Fidelity records
The accounts, balances, transactions, and investment holdings Fidelity shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in Fidelity against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Fidelity records
Not granted; Fidelity is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Fidelity passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about Fidelity and Well
How do I connect Fidelity to Well, and how long does it take?
From Well, open Connections, find Fidelity, and click Connect. Well links Fidelity through Plaid: you authenticate on Fidelity's side in Plaid's secure flow, and Well receives a read-only connection. Your Fidelity login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, transactions, and investment holdings right after.
What does Well pull into the workspace from Fidelity?
Well brings in account, transaction, and balance from Fidelity and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Fidelity stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Fidelity unlock once it is connected to Well?
Once Fidelity is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Fidelity source, so you can always trace a workspace record back to the original.
How does Well preserve the link from a workspace workspace account back to the original account in Fidelity?
Every workspace workspace account built from Fidelity carries the source account identifier plus a deep link back to the original record. From a workspace page, one click takes you to the Fidelity record; from Fidelity, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.
How often does Fidelity sync with Well, and what triggers a refresh?
Well polls Fidelity regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Fidelity's side stays modest.
Can I disconnect Fidelity and what happens to the data Well already pulled?
Open Connections > Fidelity in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Fidelity; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is Fidelity's routing number?
Fidelity's ACH routing number is 101205681. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Fidelity's side, and the routing number is shown here as a reference.
Does Well read investment accounts from Fidelity?
Yes. Fidelity exposes investment holdings through Plaid, so alongside your accounts, balances, and transactions Well reads your holdings as a read-only feed, ready to categorise and query in conversation.
Which region does Fidelity cover in Well?
Fidelity is a US brokerage, connected through Plaid. Well reads its accounts, balances, transactions, and investment holdings as a read-only feed and never moves money or changes anything at Fidelity.
Pairs well with Fidelity
Popular cross-category
Ready to connect Fidelity?
Connect once. Every account, transaction, balance from Fidelity becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.