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Vyzer's New Fidelity Integration: Advancing Secure Wealth Management

Lior Karol
Lior Karol
February 22nd, 2024
Fidelity logo with data flow lines to Vyzer, symbolizing secure wealth management integration

We're thrilled to unveil a major upgrade to the Vyzer wealth management experience. By joining forces with Akoya, we're offering Fidelity account holders unprecedented efficiency in investment tracking and management, underscored by our unwavering commitment to security, innovation, and user-centric solutions.

The Pain Points of Financial Data Integration:

For too long, users of financial apps have grappled with the challenges of syncing bank accounts. The frustrations are all too familiar: the need to repeatedly resync accounts, endure unstable connections, and deal with balances that fail to update. These issues not only disrupt the user experience but also cast doubt on the reliability of managing finances digitally.

Enhanced Security and Accessibility:

Fidelity's shift to a more secure, OAuth-based method for data sharing—moving away from traditional screen scraping—reflects a deep commitment to customer privacy and data security. Vyzer has proactively integrated Akoya as our third financial data aggregator, ensuring our platform leads the way in secure, transparent, and stable financial data management.

Why This Matters for Vyzer Clients:

The integration with Akoya directly addresses the frustrations of financial app users. With Vyzer, Fidelity account holders can now enjoy:

  • Secure Data Access: Direct and safe retrieval of your financial data without sharing login credentials.
  • Transparent and Controlled: Full control over your data sharing permissions directly within Vyzer.
  • Stable and Reliable Connections: Consistent access to your Fidelity account data, powered by Akoya's robust infrastructure.

Understanding Connectivity Challenges:

The evolution towards secure data sharing hasn't been without its challenges. The financial industry's journey from screen scraping to secure, OAuth-based integrations underscores the complexity of modern financial data management.
For users, the key factors often include the security of their data, how much trust they place in the fintech service, and the convenience of the authentication process. We've seen various approaches to this challenge:

Screen Scraping

Screen scraping involves programmatically collecting screen display data from one application and translating it into another. In the context of web services, it often means extracting data from web pages by mimicking a web browser's actions.

  • Access to Data: Allows users to share data from sources that might not offer an API, potentially enabling more comprehensive financial management tools.
  • Security and Privacy Concerns: Users may have concerns about giving a service permission to "read" their screen, potentially accessing more information than intended.
  • Reliability: The user's experience might be affected by the reliability of the scraping process, which can fail if the source website changes.

Direct API

Direct API authentication involves directly using an application's API keys or credentials to access its services. This method typically requires the application to handle usernames and passwords or other forms of credentials directly.

  • Simplicity: For the user, direct authentication methods can be straightforward, as they might not notice the complexity behind the scenes.
  • Speed: Potentially faster interactions without the overhead of third-party authentication flows.
  • Security Concerns: Users might be wary of providing their credentials directly to a third party due to the risk of misuse.


OAuth is an open standard for access delegation, commonly used to grant websites or applications access to information on other websites but without giving them the passwords. It allows users to authenticate with an external service provider, granting the application a token to access specific information.

  • Security and Trust: Users are more likely to trust a service that uses OAuth, as it doesn't require sharing passwords and provides limited access.
  • Familiarity: Many users are familiar with OAuth flows from using popular financial institutions like Chase or Fidelity.
  • Complexity:The authentication process can be more complex for users unfamiliar with OAuth flows.
  • Dependency: Relies on the availability and reliability of the third-party service's authentication system.

From an end-user perspective, the choice between these methods for accessing financial data to use a fintech service involves balancing ease of use, security, and the range of data accessible. OAuth generally offers a good mix of security and user-friendly authentication, making it a preferred option for many.

Vyzer’s integration with Akoya exemplifies our proactive approach to navigating these industry-wide changes, ensuring our users benefit from the most advanced, secure data sharing methods available today.

Responding to Industry-Wide Changes:

The shift in Fidelity’s policy away from screen scraping underlines the industry's broader move towards financial data security. Vyzer’s swift adoption of Akoya's technology not only aligns with these new standards but sets a benchmark for a secure, transparent, and frustration-free investment tracking experience.

Benefits of the Vyzer and Akoya Partnership:

  • Enhanced Portfolio Management: Gain a comprehensive view of your Fidelity accounts with ease.
  • No More Unstable Connections: Our reliable infrastructure means your financial overview remains consistent and accurate.
  • Accurate, Up-to-Date Balances: Real-time updates ensure your balances reflect your actual financial status, empowering better decision-making.

Looking Ahead:

This milestone is just the beginning of our journey to elevate Vyzer's capabilities continually. We aim to ensure you have the most sophisticated tools for efficient, secure wealth management.

Get Started:

Link your Fidelity accounts with Vyzer through Akoya today and elevate your investment management experience.

We're Here to Help:

For any questions or assistance, our team is ready to support you. Contact us at for personalized help.