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Integration / Fidelity v2026.05
Integrations / Fidelity

Fidelity to dashboard in two minutes.

Connect through SnapTrade’s secure portal. Read-only access, no password shared, no place orders. Your transaction history populates within seconds of authorizing.

Auth SnapTrade Access Read-only Setup ~2 min Status Live
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0.1
How the connection works

A three-screen handshake.

The connect flow takes you off our site, through SnapTrade’s secure connection portal, and back. Below is what you actually see at each step, in order.

  1. 01 In PremiumGuardHQ

    Hit Connect, pick Fidelity.

    Open Settings → Connect Broker → Fidelity. One click hands you off to SnapTrade’s secure connection portal.

  2. 02 At SnapTrade

    Sign in to Fidelity. Authorize read-only.

    You log in with your Fidelity credentials on SnapTrade’s portal, not on our site. SnapTrade brokers a read-only link to your positions and history. PremiumGuardHQ never sees your username, password, or 2FA.

  3. 03 Back in PremiumGuardHQ

    Your dashboard populates.

    The connection token is stored encrypted. Recent activity syncs through SnapTrade. Cycle detection runs. You see your numbers.

0.2
After you connect

Within seconds, your numbers.

The moment SnapTrade returns you to PremiumGuardHQ, the platform pulls your recent activity, runs the cycle detector, and renders the real version of what you have been guessing in a spreadsheet.

Dashboard Synced 2m ago
Recommended withdrawal
$4,820
Capital at risk
$63,400
Premium yield
2.1%
Win rate
82%
Net P&L
+$6,184
Recently closed Fidelity feed
Symbol Type Closed Net P&L W/L
NVDA Wheel May 18 +$796 ✓
AMD Standalone May 12 +$284 ✓
SOFI Wheel May 9 +$1,360 ✓
PLTR Standalone May 7 -$140 ✗
F Zero Duration May 1 +$84 ✓
Illustrative figures. Your numbers replace these the moment SnapTrade authorizes the read-only connection.
0.3
What SnapTrade grants PremiumGuardHQ

Two reads. Nothing else.

SnapTrade brokers a read-only connection to your Fidelity account. These are the only two things it grants PremiumGuardHQ. If an action is not in this list, our backend has no path to perform it, by construction.

Granted 2
  • Read positions & balances Open positions, account balances, and metadata
  • Read transaction history Every fill, expiration, assignment, and dividend SnapTrade exposes
Not granted ∞
  • ×Place orders of any kind
  • ×Cancel or modify open orders
  • ×Transfer funds in or out
  • ×Read or change account settings
  • ×See your password, PIN, or 2FA codes
  • ×Anything else not listed under Granted

SnapTrade is named as a sub-processor on our security page, where full security disclosure, retention, and infrastructure compliance also live. See the security page.

0.4
Questions we get

Short answers, not hedges.

  1. 01 Do you get my Fidelity password?
    No. The login happens on SnapTrade’s secure connection portal, not on our site. We never see your password, your username, or your two-factor codes. PremiumGuardHQ only receives the read-only data connection that SnapTrade returns after you authorize.
  2. 02 Can PremiumGuardHQ place trades on my behalf?
    No. The connection is read-only. SnapTrade grants us two things: read your positions and balances, and read your transaction history. There is no order-routing path in the grant, which means our backend has no way to execute, cancel, or modify an order even if a bug or an attacker tried.
  3. 03 Who is SnapTrade?
    SnapTrade is a regulated brokerage-data aggregator. It brokers the read-only connection between Fidelity and PremiumGuardHQ so your Fidelity credentials never reach us. SnapTrade is named as a sub-processor on our security page, alongside how data flows and how long it is retained.
  4. 04 How often does the sync run?
    A nightly background refresh pulls recent activity through SnapTrade automatically. You can also trigger a manual sync from Settings whenever you want fresher data. If a sync fails you will see an error banner with the reason; the most common cause is an expired connection, which is resolved by reconnecting through the SnapTrade portal.
  5. 05 How much trade history do I get?
    SnapTrade exposes recent activity, not your full lifetime history. For older trades, upload a Fidelity CSV export of your transaction history; we combine the two so cycles that span the SnapTrade window are not broken. Fidelity CSV import is fully supported.
  6. 06 What happens if I disconnect?
    Settings → Disconnect broker removes the SnapTrade connection and token from our database immediately. Your historical transactions and cycles stay in your PremiumGuardHQ account until you delete the account itself; the connection is dead from that point until you re-authorize through SnapTrade.
Fidelity

Authorize once.
Watch your cycles populate.

14-day trial, no credit card, read-only. SnapTrade brokers the connection so your Fidelity password never reaches us. If the dashboard does not earn its keep, disconnect from Settings and the token is gone the same second.

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