Brokers we convert

Brokerage Statement Converter reads any broker's layout — there are no templates to configure. Pick a broker below, or just upload your brokerage statement to convert it now.

Fidelity statements list trades, dividends, and interest with cost basis on realized lots — we pull each transaction into its own row with trade date, symbol, quantity, price, cost basis, and proceeds for tax prep.

Charles Schwab statements separate realized gains, income, and activity — the converter captures each transaction with settlement date, symbol, and amounts, ready for TXF/1099 export.

Interactive Brokers

Interactive Brokers (IBKR) statements are dense and often multi-currency — we extract every trade, fee, and dividend with the currency preserved, handling the detail the big tax tools skip.

Robinhood statements list trades and dividends with cost basis — the converter pulls each transaction into structured rows for reconciliation and tax reporting.

Vanguard statements report transactions, distributions, and cost basis — we capture trade date, symbol, quantity, price, and proceeds per line for a clean tax-ready file.

E*TRADE statements separate trades, income, and adjustments — the converter extracts each transaction with dates, symbol, and amounts into CSV or Excel.

Merrill (Merrill Edge / Lynch) statements list activity with cost basis on sales — we pull each transaction with trade and settlement dates, symbol, and proceeds.

Morgan Stanley statements report holdings and activity across accounts — the converter captures each transaction line with symbol, quantity, price, and amount.

Legacy TD Ameritrade statements list trades, dividends, and interest — we extract each transaction with cost basis and proceeds for tax software import.

Wealthsimple (Canada) statements report activity in CAD — the converter extracts each transaction with the currency preserved, covering the foreign brokers US tax tools ignore.

Trading 212 (UK/EU) statements list trades and dividends in GBP or EUR — we pull each transaction with currency and amounts into structured rows for reconciliation.

DEGIRO (EU) statements are multi-currency with per-transaction fees — the converter captures each trade, fee, and dividend with the currency preserved, one row per line.

Don't see your broker? It still works — the converter reads any layout. Upload a brokerage statement →