Connect Fidelity to Claude
Ask Claude about your real
Fidelity accounts — read-only.
Ask Claude about your real Fidelity investment accounts and holdings — read-only. Ledgerwire connects Fidelity to Claude (or Cursor, Claude Desktop, any MCP client) through your bank's own secure sign-in. It can never move money, and it keeps no copy of your data.
Get started free
Connect Fidelity in three steps
1 · Add
In Claude, go to Settings → Connectors → add a custom connector: https://ledgerwire.io/mcp
2 · Sign in
Sign in to Ledgerwire (free, passwordless magic link), then connect Fidelity through its own secure sign-in window. Your credentials go to Fidelity, never to us.
3 · Ask
Ask Claude anything about your Fidelity accounts. Answers are fetched on demand and discarded.
What you can ask
“…”
“What are my Fidelity holdings worth right now?”
“…”
“What positions do I hold in my Fidelity account?”
“…”
“What's the total value of my Fidelity accounts?”
What Claude can see from Fidelity
Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network, so a position with no reported value shows as "not reported" rather than $0 — your portfolio sums stay honest. You sign in through Fidelity’s secure flow.
Coverage depends on your bank: some institutions report categories, APR, or holdings and some don't. A missing field always comes back as “not reported”, never a fake $0, and bank data lags posting by a few days. See the FAQ for the full coverage story.
Read-only, by architecture
Can't move money
There is no transfer, payment, or account-change tool — the capability doesn't exist in the product.
Scoped, revocable access
claude.ai authorizes with OAuth 2.1; other clients use a scoped token — both read-only and revocable in one click. No long-lived shared key.
Nothing stored
Every read is fetched on demand and discarded; your transactions and balances are never written to our database. More on the
Trust Center and
security page.
Questions
Can Claude move money in my Fidelity account?
No. Ledgerwire is read-only by architecture — there is no transfer, payment, or account-change tool anywhere in the product. Claude can read your Fidelity data and nothing else.
Does Ledgerwire store my Fidelity transactions?
No. Every answer is fetched on demand when you ask and then discarded. Your transactions and balances are never written to Ledgerwire's database, and your Fidelity login is never seen by Ledgerwire — you sign in through your bank's own secure window.
How do I connect Fidelity to Claude?
In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect Fidelity through its secure sign-in, then ask Claude about your accounts.
What can Claude see from Fidelity?
Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network, so a position with no reported value shows as "not reported" rather than $0 — your portfolio sums stay honest. You sign in through Fidelity’s secure flow.
Connect another bank
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