Fidelity Pulls It Together for Participants

June 26, 2001 ( - Fidelity has unveiled Fidelity's Full View, an enhanced online tool that can automatically integrate Fidelity-serviced workplace savings plan accounts with an investor's retail accounts at the mutual fund giant.

Through Fidelity’s PortfolioPlanner the FullView product will also allow investors to aggregate in one place information from their spouse or partner’s authorized Fidelity accounts.

PortfolioPlanner is currently offered by nearly 1,700 employers to more than 3 million retirement plan participants, according to Fidelity. PortfolioPlanner is available to plan participants on Fidelity NetBenefits and to Fidelity retail customers on

Get more!  Sign up for PLANSPONSOR newsletters.