Step 1
Open the InvestMates app on your mobile device and navigate to your Portfolio by tapping the bottom navigation bar.
Step 2
Tap the Link Your Portfolio button displayed on the screen. If you've already imported a portfolio, you'll see a floating Import button instead.
Step 3
Select Stocks from the list of asset types, then choose Link Accounts Automatically.
Step 4
From the list of brokers, select Fidelity.
Step 5
Wait a few seconds while you're redirected to the account linking flow.
Step 6
Review the terms and provide your consent by tapping the Continue button.
Step 7
Enter your Fidelity account credentials (username and password) on the login page, then tap Login.
Step 8
Read the Fidelity Access User Agreement, check the required boxes, and tap I Agree.
Step 9
you wait a few minutes while the system authenticates and connects to your account. Once connected, select the account(s) you want to import and tap Approve.
Step 10
The app will reopen and prompt you to either Save or Save and Link More Accounts.
Step 11:
After tapping Save & Finish, your data will be fetched, and your updated portfolio will be displayed.