Import guide · SnapTrade

Fidelity: SnapTrade

Connect Fidelity through SnapTrade from Leaf Edge: you sign in at Fidelity, agree to Fidelity Access and choose the accounts to share. US accounts.

All import guides
Access
Read-only
How current
A day behind: SnapTrade updates transactions once a day.
Plan
Pro and Ultimate
Steps checked
23 October 2026, against the official help pages
How well it's tested
Awaiting verification. See the record on the broker page

Before you start

Fidelity approves each app that connects through SnapTrade. If Fidelity isn't offered in SnapTrade's list when you connect, write to us.

In Leaf Edge

  1. Open the SnapTrade connection

    Sign in to Leaf Edge and open Sync. Choose SnapTrade connection, then press Connect Broker. Leaf Edge takes you to SnapTrade's connection page, where you pick Fidelity.

In SnapTrade and Fidelity

  1. Choose Fidelity

    In SnapTrade's list of brokerages, find Fidelity and select it. The first time you connect, SnapTrade asks you to accept its terms; read them and continue. SnapTrade then sends you to Fidelity.

  2. Sign in at Fidelity

    Sign in on Fidelity's own site and complete Fidelity's verification if it asks, for example a notification to the Fidelity app. Your password stays with Fidelity.

  3. Agree to Fidelity Access and choose accounts

    Read Fidelity's Fidelity Access user agreement and accept it, then tick the accounts to share and approve. Fidelity sends you back to SnapTrade, which finishes the connection.

Back in Leaf Edge

  1. Back in Leaf Edge

    When the connection is made, SnapTrade sends you back to Leaf Edge, which shows Broker connected. Under Connected Brokers the account shows Connecting until Fidelity releases its data, then Connected.

    From then on Leaf Edge checks for new activity by itself: there is nothing to press.

Passwords, and stopping it from Fidelity's side

Changing your Fidelity password doesn't break the connection. To end it from Fidelity's side, remove the app in Fidelity Access's data sharing dashboard.

What comes in

  • Your trades, read-only: Leaf Edge asks SnapTrade for data access only, so it can't place, change or cancel an order, and can't move money.
  • SnapTrade updates transactions once a day, a day behind, so today's trades arrive tomorrow. Leaf Edge doesn't bring futures in through SnapTrade.
  • Stocks, ETFs and options. SnapTrade gives each Fidelity trade a date but not a time of day.
  • An account you open at Fidelity later isn't added by itself: connect again and choose it.
  • A connected account doesn't prove every trade reached your journal: compare a few with Fidelity's own statement.

Accounts and plans

SnapTrade connections are on Pro and Ultimate. Pro connects up to 5 broker accounts and Ultimate has no limit. If a connection would take you over your plan's limit, Leaf Edge says Broker account limit reached and adds no account. On Free, add trades by hand instead.

If the connection drops, or you want to stop

  • If Fidelity ends the authorisation, Sync shows Broker Connection Needs Reconnecting and the account Reconnect needed. Press Reconnect and connect Fidelity again with the same login; Leaf Edge matches the account by its number, and your trades stay where they are.
  • Disconnect, in the account's menu under Connected Accounts, removes the connection and deletes the trades it imported from your journal.

One way in for each account

Use one way in for each account. A file import and a SnapTrade connection for the same account can count the same trade twice. A direct API sync of an account that SnapTrade already imports is refused, and nothing is imported.

Where these steps come from

These steps come from the official help pages, read on 23 October 2026. We haven't followed them on a real Fidelity account yet. Menus move from time to time; if yours doesn't match, these pages have the current path:

Sources read on 23 October 2026.

Next

Then review your first trade

Once your trades are in, each one has its own page: link it to a playbook or mark it as an honest skip, grade it, and note what you planned, what you did and what you learned. How a trade review works.

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