Convert Fidelity Statements to CSV & Excel
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.
Drop your brokerage statement here, or click to upload
PDF, PNG, or JPG — up to 20 MB
Statements are processed in-memory and deleted immediately after conversion. We never store your documents or account data — your financial data stays yours.
How the Fidelity converter works
Upload the brokerage statement
Drag in a Fidelity PDF or image — no account, no setup.
We read and extract
Every line item becomes a structured row — the fields you'd otherwise type by hand.
Download your data
CSV free, or Excel and batches with Pro.
Questions
Which brokers are supported?+
Any broker — US or foreign. It reads the statement directly, so there are no per-broker templates, including the less-common brokers the big tools skip.
Can I export for taxes?+
Yes. Pro exports realized gains to TurboTax TXF and generic 1099 layouts, ready to import.
Is my financial data safe?+
Statements are processed in memory and deleted immediately after conversion. We never store your documents or account data.
Does it handle non-USD statements?+
Yes — foreign and multi-currency statements are supported, with the currency preserved in the description.