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 receives data from the exchange and feeds it to Provider (port 8081). From there — to Detector, Advisor, and Studio.
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
# Verify connection curl -H "Authorization: Bearer $PROVIDER_API_TOKEN" \ https://localhost:8081/api/exchanges/runtime-proof # Candles (last 7 days) curl -H "Authorization: Bearer $PROVIDER_API_TOKEN" \ "https://localhost:8081/api/candles/fidelity/spot/BTCUSDT/h1?days=7"
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