Fidelity
Coming SoonUS Brokers
connectorType: "fidelity"Investment management and brokerage
Connection Architecture
Fidelity
WebSocket / REST→
Connector
libs/exchange-fidelity→
Provider
:8081/api→
Detector
Advisor
Studio
The connector feeds exchange data to Provider. Detector receives market data, Studio receives read views, and Advisor sees only signed candidate evidence.
Technologies
Transport
REST Polling
Authentication
Session-basedData Format
JSONBest for
- Designed for long-term systematic investors and factor-based strategies running on US equities and ETFs within a Fidelity account.
- Enables automated rebalancing of broad-market portfolios, sector rotation, and dividend-reinvestment strategies.
- Access to Fidelity's mutual fund universe adds a dimension unavailable in pure brokerage connectors.
- Best suited for lower-frequency, higher-conviction automated strategies aligned with the wealth management use case Fidelity excels at.
Connect via code
1Environment variables (.env)
FIDELITY_USERNAME=your_username_here FIDELITY_PASSWORD=your_password_here
2Connector configuration
// config/config.provider.json
{
"provider": {
"connectors": [
{
"connectorType": "fidelity",
"enabled": true,
"markets": [
{ "marketType": "spot", "symbols": [{ "name": "BTCUSDT" }] }
],
"subscriptions": [
{ "type": "PROVIDER_MARKETDATA_CANDLE", "symbols": ["BTCUSDT"], "intervals": ["min1", "h1"], "active": true },
{ "type": "PROVIDER_MARKETDATA_TRADE", "symbols": ["BTCUSDT"], "active": true },
{ "type": "PROVIDER_MARKETDATA_ORDERBOOK", "symbols": ["BTCUSDT"], "active": true }
]
}
]
}
}3Verify and query data
Public verification 1. Configure credentials in the private Provider environment. 2. Verify connector status in the internal Studio/Provider console. 3. Use Barfinex public pages to inspect market data. Operator Provider commands and tokens remain in internal runbooks only.
Available via Barfinex API
/api/candles/fidelity/...
/api/trades/fidelity/...
/api/orderbook/fidelity/...
/api/account/fidelity/...
/api/symbols/fidelity/...
/api/assets/fidelity/...
Studio graphical setup — in development, coming in the next release.
Important
Fidelity does not currently offer an official public developer API — this integration uses a session-based unofficial client.
Account security: two-factor authentication is strongly recommended and will require handling MFA prompts during connector initialization.
Fidelity enforces the SEC Pattern Day Trader (PDT) rule for accounts under $25,000: maximum 3 round-trip day trades per 5 business days.
US equities and ETFs trade NYSE/NASDAQ hours (09:30–16:00 ET); mutual fund orders execute at end-of-day NAV regardless of submission time.
Unofficial API status means Fidelity may change session handling without notice — monitor connector health and test after Fidelity platform updates.
Connect in Studio(soon)
Exchange Website