Fidelity

Fidelity

Auth: Playwright + Chrome cookies (cookie-based session; headless=False required) URL: https://www.fidelity.com Configuration: Set Chrome profile path in vault/wealth/config.md

Data Available

Data Type	Navigation Path	Notes
Account balances	Accounts → Portfolio	All accounts: brokerage, IRA, 401k rollover, HSA
Holdings	Accounts → Positions	Ticker, shares, current price, market value, cost basis
Performance	Accounts → Performance	Time-weighted return: 1-day, 1-month, YTD, 1-year, 3-year, 5-year
Transaction history	Accounts → History	Trades, dividends, contributions, withdrawals
Monthly statements	Accounts → Statements & Documents → Statements	PDF per account per month
Tax documents	Accounts → Statements & Documents → Tax Forms	1099-R (IRA distributions), 1099-B (brokerage gains/losses), 1099-DIV
Pending dividends	Accounts → Pending Activity	Scheduled dividend reinvestments

Configuration

Add to vault/wealth/config.md:

fidelity_chrome_profile: /Users/YOU/Library/Application Support/Google/Chrome/Profile 1
fidelity_accounts:
  - nickname: "Fidelity 401k Rollover"
    type: ira-traditional
  - nickname: "Fidelity Roth IRA"
    type: ira-roth
  - nickname: "Fidelity Brokerage"
    type: brokerage

Session Notes

• Session cookies are valid for 30–60 days depending on last active date
• Re-authentication triggered by Fidelity security checks (new IP, long inactivity)
• If 2FA is triggered during automation, complete it manually in the launched Chrome window
• Download path: Accounts → Statements & Documents → select account → select month → Download

Used By

• wealth-investment-review — pull account balances, holdings, and performance data
• wealth-net-worth-review — contribute retirement and brokerage balances to net worth
• Tax document sync — download 1099s when available (typically mid-to-late January)

Vault Output

• vault/wealth/00_current/fidelity/ — holdings snapshots and performance records
• vault/wealth/00_current/fidelity/statements/ — monthly statement PDFs
• vault/wealth/00_current/fidelity/tax-docs/ — 1099-R, 1099-B, 1099-DIV