Integrating external accounts

People were telling us exactly what they needed: "The app is good so far. If only I could add my other accounts and have those linked to my goals." I led design on the team that built it, working alongside engineering, business and product to bring non-Fidelity accounts into Spire — giving users a complete financial picture without ever leaving the app.

The technical path wasn't straightforward — no native APIs meant the team had to work with an existing web-based aggregation tool called FullView and design around its constraints. My challenge was making a hybrid solution feel native and trustworthy.

Starting with what existed

First take: getting it into the app

Where it fell short — and what we tried

What we validated

Where we landed

This project was as much about trust as it was about functionality — connecting financial accounts from outside Fidelity required users to feel secure at every step. The final design balanced that sensitivity with a flow that felt lightweight enough to actually complete.

Android version

External accounts linked to goals

Where are we now and what are we hearing?
”I have accounts outside Fidelity. How can I add those here?”

Some are still requesting the external account support. We also suspect that because we do not provide “What’s new” after an update, customer still think we do not support external accounts. We are exploring a low lift and possibly hight value by adding badges/new tags to the tab to provide exposure to the new areas.
Add a goal to an account from an account content. When customers see unassigned goals they should be able to change that status to an assigned goal.
Working with a third party aggregator that consumers and parses through transactions to allow for a common accounts landing.

External Accounts