Fidelity vs Fidelity Netbenefits vs Fidelity Cash Management

While Fidelity has made it very simple to see all of your Fidelity accounts in one place, you will need to add your accounts separately. This will allow FutureAdvisor to import your accounts.

Fidelity Investments https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?Aut...
Individual Taxable Accounts
Roth IRAs
Traditional IRAs
BrokerageLinks

Fidelity NetBenefits (401k) https://nb.fidelity.com/public/nb/default/home
401ks and company sponsored plans

Fidelity Cash Management Account - Bank https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?Aut...
Cash Management Account

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