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Fidelity | Copilot Help Center

help.copilot.money · 292 words · saved by 1 readers

Details about Fidelity accounts connected via Akoya

Fidelity accounts are connected via Akoya. As a result, the behavior for these accounts is slightly different than accounts connected through other data aggregators. Account Updates The Akoya / Fidelity integration surfaces new data once a day, with a one day delay. This means it is expected that there is a one day delay between what you see in Copilot compared to what you see on the Fidelity website or app. Pending Transactions At this time we only receive transaction data once it has posted to your account, not pending transaction data. We have requested Fidelity provide pending transaction

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