fidelity credential sharing verification fidelity BAA connection username MFA data aggregator
About this institution
Fidelity Investments is one of the largest financial services companies in the US, offering brokerage accounts, IRAs, 401(k)s, mutual funds, and cash management accounts.
Preferred aggregator:
By All Accounts
Status
Issues reported
BAA is the recommended aggregator for Fidelity. Plaid and Yodlee both face active blocks from Fidelity — BAA provides the most reliable connection.
MFA
By All Accounts: Fidelity requires a username (not an email) to log in, and uses multi-factor authentication—have your phone, app, or email ready to go. | Yodlee: Fidelity actively blocks Yodlee during two daily windows and MFA creates additional barriers. Use BAA instead.
Locate your Fidelity username — this is not your email address.
Make sure your MFA method is accessible before starting.
In Truthifi, navigate to Add Account and search for Fidelity.
Select the BAA connection option.
Enter your Fidelity username (not email) and password.
Complete the MFA prompt when it appears.