# Fidelity

> Connect a Fidelity account for RSA stock trading: how to open and prepare the account, sign in through the app, and fix common connection problems.

*Source: https://tradelabs.org/docs/reference/brokers/fidelity*

Fidelity is a large US broker used for RSA (reverse split arbitrage) stock trades. TradeLabs signs in to Fidelity the same way you would on fidelity.com, driving a real browser session that stays visible by default.

| What it trades | Supported |
| --- | --- |
| RSA (reverse split arbitrage) | Yes |
| Stocks | Manual orders only, from the **Trade** page. An automated Stocks strategy routes to Tradier, IBKR, Robinhood, or STG / DAS instead. |
| Options, spreads, crypto | No |

## Before you start

- A Fidelity **cash account** (required for RSA), created on fidelity.com.
- Funds deposited and settled.
- Your 2FA ready: either the base32 setup key from Fidelity's authenticator screen, or your phone for a texted code.
- The TradeLabs Companion installed and running.

> **Heads up**
>
> We recommend a maximum of 10 Fidelity accounts. Open them a few days apart, and keep real trading activity in each one, not only RSA trades.

## Prepare the account on fidelity.com

Do this on Fidelity's site before you connect the account to TradeLabs.

1. **Enable penny stock trading.** Sign in at [digital.fidelity.com](https://digital.fidelity.com), open the penny stock trading page, select the account, and complete the agreement. Do this for every account. RSA trades fail without it.

2. **Finish first-time setup.** Sign in, clear every pop-up dialog, answer the account preference questions, acknowledge the terms, and make sure no pending action is left on the dashboard. Skipping these can cause sign-in problems later.

> **Note**
>
> SPAXX, Fidelity's money-market core position, is optional but worth turning on. It lets idle cash earn yield between trades and does not affect RSA either way.

## Connect it in the app

1. Open the **Brokers** page, find the **Fidelity** card, and click **Add account**.

2. Fill in the connect form, then click **Save account**. Your credentials are encrypted on your device.

   - **Username**: your Fidelity.com login.
   - **Password**: your Fidelity password.
   - **Authenticator setup key** (optional): the base32 setup key from Fidelity's authenticator screen. When present, the bot enters your 2FA codes for you.
   - **2FA code** (optional): if Fidelity texts you a code instead, type it here, or leave it blank and wait for the sign-in prompt. This field is cleared after each sign-in.
   - **Which Chrome to sign in with**: **App browser** is the normal choice — sign-in runs on its own and never touches the Chrome you browse with. Switch to **My Chrome** only if Fidelity keeps blocking sign-in; it uses your own Chrome profile, and you have to close Chrome first.

   You can also give the account a **Label** and set a **Proxy** if you use one.

3. Click **Sign in** on the account row. Fidelity opens a real browser window and drives the live sign-in. If the bot needs a code, an **Enter verification code** prompt appears on the row: type the texted code and click **Submit**. If you supplied an authenticator setup key, the bot fills the code itself.

![The Brokers page in the app](/docs-assets/app-brokers.png)
*Click a broker card, then Add account, to open the connect form*

![The Fidelity connect form](/docs-assets/brokers-connect-fidelity.png)
*Enter your username, password, and authenticator setup key; the 2FA code field covers a one-time prompt*

When sign-in succeeds you see a **Fidelity signed in** confirmation and the row switches to a signed-in state.

> **Note**
>
> Fidelity boots a browser session, so the card often shows **Warming** right after sign-in. Later it settles to **Idle** (logged in, not recently re-checked, such as overnight), which is normal and does not mean anything is broken. **Active** means it was verified in the last minute; **Offline** means it is actually broken.

The sign-in window is visible by default. Use the **Browser: Visible / Hidden** toggle on the Fidelity card to hide it. If you would rather drive the sign-in yourself, open the account's `⋯` menu and choose **Sign in by hand**.

## Add Fidelity to a strategy

The Companion App creates and runs your strategies. The cloud dashboard is an optional remote control.

1. Open **Strategies** in the left rail (or the cloud dashboard).
2. Select or create your RSA strategy.
3. In the broker section, add your Fidelity account or accounts.
4. Save the strategy, then activate it in the Companion App.

> **Heads up**
>
> Finish first-time setup on every Fidelity account before you add it to a strategy.

## Fixing common problems

- **Sign-in fails:** confirm your username and password. If you use an authenticator setup key, check you pasted the exact base32 key from Fidelity. Make sure first-time setup on fidelity.com is complete.
- **No texted code:** confirm your phone number is registered with Fidelity and has signal. Use **Resend** on the code prompt to request a new one, and check that Fidelity's SMS messages are not blocked.
- **Browser window acting up:** open the account's `⋯` menu, use **Sign in by hand** to drive it yourself, or **Clear browser data** to start the next sign-in fresh.
- **Fidelity keeps blocking the automated sign-in:** edit the credentials and set **Which Chrome to sign in with** to **My Chrome**. Close Chrome before signing in, or the switch fails.
- **Trades fail on penny stock rules:** open Fidelity's penny stock trading page, select the account, complete the agreement, wait a few minutes, and try again.

## Using Fidelity with RSA

Once Fidelity is signed in, add it to an RSA strategy like any other RSA broker and make sure the strategy is active. Keep settled cash in each account, and follow the account hygiene rules above (the account cap, staggered openings, and real trading activity). See [RSA setup](/docs/rsa-plus/setup/) for the full flow and the [broker limits](/docs/rsa-plus/broker-limits/) for account counts across RSA brokers.