Does Fidelity work with Hunch?
Yes — Fidelity connects to Hunch through Plaid. Here's exactly what syncs, how to export your history, and how your assistant fits in.
Checked against Plaid's live catalog on July 30, 2026.
Does Fidelity work with Plaid?
Yes. Fidelity's Plaid connection was verified on July 30, 2026. It syncs the account types checked below:
Fidelity uses Plaid's redirect flow — you sign in on Fidelity's own site, not inside Hunch or Plaid.
| Account type | Syncs to Hunch |
|---|---|
| Transactions | Yes |
| Account balances | Yes |
| Credit card & loan balances | Yes |
| Investment transactions | Yes |
| Full holdings & securities | Yes |
How do I export transactions from Fidelity?
Sign in to Fidelity's online banking and look for a Statements, Export, or Download section — most banks let you download a CSV or PDF of recent transactions. Import that file into Hunch and it's categorized the same way as a live Plaid connection — your assistant can read it exactly the same way too.
How CSV import works →A bit about Fidelity
Fidelity Investments was founded in Boston in 1946 and remains one of the largest asset managers and brokerages in the world, still privately held by the Johnson family. Hunch connects Fidelity's brokerage and cash management accounts through Plaid.
Ask your assistant about your Fidelity accounts
Once Fidelity is in Hunch, connecting an AI assistant is one extra step — add Hunch as a connector to any MCP-compatible assistant, and it can read balances, transactions, and spending trends. Still read-only, still revocable.
Two have a full, tested walkthrough today:
Claude walkthrough →
ChatGPT walkthrough →What your assistant can't do with your Fidelity accounts
The connector is read-only by design — this doesn't change bank to bank.
IT CAN
- Read balances, transactions, and spending trends
- Answer questions about your budget, goals, and net worth
- See every account you've linked to Hunch, not just Fidelity
- Be revoked in about a minute, any time
IT CAN'T
- Move money, pay bills, or start any transfer
- Change your Fidelity settings or account details
- See your Fidelity username, password, or PIN
- Act on your accounts without you asking it something first
How far back it can see
How much Fidelity history your assistant can read depends on your Hunch plan, not on Fidelity itself.
See plans →Sharing a household?
If you and a partner both link accounts to Hunch, you choose whether your assistant sees combined household data or just your own Fidelity accounts.
How households work →Comparing budgeting apps for Fidelity users
If you're weighing Hunch against another budgeting app for tracking Fidelity, start here.
SWITCHING — Moving from another app? Import your export and Hunch picks up where it left off.
Fidelity is a trademark of its respective owner. Hunch is not affiliated with, endorsed by, or sponsored by Fidelity — this page exists to document how Hunch's Plaid-based connection to Fidelity works.
Fidelity + Hunch, answered
Does my AI assistant ever see my Fidelity password?
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No. Fidelity sign-in happens through Plaid — either a redirect to Fidelity's own site or a form inside Plaid's widget — and Hunch only ever receives a read-only data token. Your assistant never sees a password, and neither does Hunch.
Can my AI assistant move money out of my Fidelity account?
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No. The Hunch connector is read-only. It can't initiate a transfer, pay a bill, or change anything in your Fidelity account — the most it can do is describe what it sees.
How far back can it see my Fidelity transactions?
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That's set by your Hunch plan's history window, not by Fidelity. Check the plans page for the exact number of months on each tier.
Does this work for Fidelity credit cards too?
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Yes — Fidelity's Plaid connection includes credit card and loan balances alongside everyday transactions.
Does it see my Fidelity investments?
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Yes — both investment transactions and full holdings sync from Fidelity.
What if Fidelity doesn't show up when I try to connect?
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Search by the exact name shown on this page — some banks list several entries in Plaid for different products. If it still doesn't appear, import a CSV statement instead and let us know which bank you'd like added.
Does Fidelity work with Plaid?
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Yes — Hunch verified Fidelity's Plaid connection on July 30, 2026. It currently syncs Transactions, Account balances, Credit card & loan balances, Investment transactions, Full holdings & securities.
How do I export transactions from Fidelity?
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Sign in to Fidelity's online banking and look for a Statements, Export, or Download section — most banks let you download a CSV or PDF of recent transactions. Import that file into Hunch and it's categorized the same way as a live Plaid connection.
Can chat see my bank account?
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Yes — once you connect a bank account to Hunch, any AI assistant you've added as a connector can read its balances and transactions. It can't see anything you haven't connected, and it can't move money.
Can I ask chat about my spending?
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Yes — that's the main use case. Ask things like "what did I spend on groceries last month" or "am I over budget" and it reads live from Hunch.
Does this work with chat gpt?
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Yes. ChatGPT is one of two assistants with a full walkthrough on this site — Claude is the other — but Hunch's connector is built on MCP, the open standard, so it works with any compatible assistant.
Does Fidelity work with Hunch?
Yes — Fidelity connects to Hunch through Plaid. Here's exactly what syncs, how to export your history, and how your assistant fits in.
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