Convert Fidelity PDF Statements to CSV
Convert Fidelity PDF statements to CSV format. Works with cash management and brokerage accounts. Stop manual data entry and get your Fidelity transactions into Excel, QuickBooks, or Xero in seconds.
Full preview before you pay — from $2.99 per file · No subscription
How to Download Your Fidelity Statement PDF
- 1
Sign in to fidelity.com with your username and password
- 2
Navigate to "Accounts" in the main menu
- 3
Click on "Statements" from the account options
- 4
Select the account you want (Cash Management, Brokerage, or IRA)
- 5
Choose your statement period and click "Download PDF"
Fidelity stores up to 10 years of statement history online. The Cash Management Account serves as Fidelity's checking account equivalent and uses a clean, easy-to-parse format.
What Your Fidelity CSV Will Include
Fidelity Statement Format
Fidelity Cash Management statements use a clean columnar format with dates, descriptions, and amounts. Brokerage statements separate cash transactions from investment activity. 401(k) statements include employer match details and vesting information.
Supported Fidelity Account Types
- Cash Management
- Brokerage
- IRA
- 401(k)
Simple, Transparent Pricing
Full preview before you pay. No account needed.
Best for one-off files
- All transactions extracted
- Full preview before paying
- Clean, formatted output
5 files
- $2.00 per file (save 33%)
- Credits never expire
- Full preview before paying
Unlimited files for 24 hours
- Unlimited files
- Best for batch jobs
- No account needed
Fidelity Tips & Notes
- 1
Fidelity's Cash Management Account functions as a checking account with FDIC insurance through partner banks
- 2
Brokerage statements clearly separate settled cash from pending transactions
- 3
401(k) statements show both employee contributions and employer matching contributions separately
- 4
Our parser automatically detects ABA routing numbers and account numbers in your statement for accurate identification
Secure Handling
Your Fidelity statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the Fidelity layout to extract data instantly and accurately.
Format Ready
Get a clean CSV with dates, descriptions, and amounts properly formatted for Excel, Google Sheets, or accounting software.
Common Fidelity Conversion Issues
Encrypted PDF Errors
Some US banks (like Fidelity) may secure their PDFs. If our tool flags the file as encrypted, try “printing to PDF” (Ctrl+P / Cmd+P) to create a new, unlocked version before uploading.
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.