Convert Fidelity PDF 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.
Try free — no credit card required
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
Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.
Try it risk-free
- 3 free conversions per month
- CSV & Excel export
- Text PDFs only
- Standard extraction
- AI rescue
- Scanned PDF support
Best for one-off volume
- Unlimited text PDF conversions for 24h
- CSV & Excel export
- Guest checkout — no sign-up
- One-time payment, no sub
- AI rescue
- Scanned PDF support
1,000 AI credits included
Best for messy, scanned, or high-stakes statements
- AI rescue when standard extraction isn't good enough
- Scanned & image PDF support
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel export
- Dashboard & history (7-day retention)
- Priority support
- Failed AI rescues refunded automatically
AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.
Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.
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 or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
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.