Connecting Fidelity takes about 90 seconds. You click Connect on Fidelity's card in QuantWheel, log in on Fidelity's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- The Wheel, Quant or GEX plan, or an active $1 trial.
- A Fidelity account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
In QuantWheel, open your profile menu and choose Connect Brokers.
Find the Fidelity card in the list of supported brokers and click Connect.
An authentication modal appears showing the Fidelity logo and the next three steps: directed to Fidelity, log in, and confirm data sharing. Click Continue.
- You're redirected to Fidelity's own login page. Enter your Fidelity username and password. If you use two-factor authentication on your Fidelity account, complete it here.
Fidelity displays a consent screen listing the read-only access QuantWheel is requesting - positions, transactions, and balances. Approve the request.
You're returned to the QuantWheel Broker Integration page.
Fidelity now shows as Connected with Account is syncing status. This process takes maximum of 10 minutes.
There should be no time delay for first time sync but there is usually a 24-hour delay for other positions sync in the future if you use Fidelity. If you don't see your positions within first 10 minutes of syncing - get back to QuantWheel the next day to see your positions.
Open "Open Positions" and the "Journal" to confirm your positions and trades are appearing.
FAQ
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
The login step runs on Fidelity's own website, not QuantWheel. If Fidelity returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to Fidelity directly at fidelity.com, retry the QuantWheel connection.
Yes. After the first account connects, click Connect on Fidelity's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
No. Connecting Fidelity grants read-only access to positions, transactions, and balances. QuantWheel does not place trades in your Fidelity account.
In QuantWheel, open your profile menu and choose Connect Brokers. On the Fidelity card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
The OAuth token Fidelity issued stays valid until you revoke it from Fidelity's side or disconnect from QuantWheel's side. If Fidelity force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.