Integrate Fidelity
submitted
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CT-z5LmDGaDJrd7P
Users Feature Request:
- Add a dynamic integration to see total portfolio overview of crypto - portfolio tracking only
- For tax reporting integration, may need a feature to exclude the Fidelity Integration for tax purposes as they have their own tax reporting.
As a user, what can I do?
You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to
Complete
should we pursue this feature. Up-voters will be notified of the status change.I need additional assistance, who can I contact?
For further assistance, please contact our support team directly.
Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!
Keyword: fidelity, integration, portfolio, portfolio tracking
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CT-MQz3EN5X
Agreed - please add this!
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CT-jLJrVGAlnjW7D
We need Fidelity Digital Assets added for Cointracker.io please. Fidelity Investments now allows for crypto transfers in/out. We need to be able to track these transactions.
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Now that fidelity supports on-chain transfers, this is a crucial feature needed, otherwise any on-chain transfer to or from Fidelity will need to be manually reconciled.
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CT-EqnPlZkX
Yes When will Cointracker add Fidelity Digital Assets, Mainly Bitcoin and Ethereum before 2026 Tax Time Rolls Around? Thanks,
Sam - CoinTracker
submitted
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CT-z5LmDGaDJrd7P
Fidelity does not currently show up in the Wallet search for connect to wallets. Is there a roadmap for this? ETA? One use case is to see a portfolio overview with dynamic data from the source (Fidelity) and pricing. A second use case is for use at year end tax reporting. This may be complicated as Fidelity does its own record keeping and reporting. Cointracker may need to provide a simple way to not include apropriate tax information to avoid double reporting.