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Convert Fidelity Investments statements to Excel or CSV

Upload any Fidelity PDF statement — brokerage, IRA, or Cash Management Account — and get a structured spreadsheet in under 60 seconds.

Convert a statement freeSee pricing

No credit card required · 15 free pages

Supported Fidelity Investments statement formats

  • Fidelity brokerage account statements (PDF)
  • Fidelity Cash Management Account (CMA) statements (PDF)
  • Fidelity IRA and retirement account statements (PDF)
  • Fidelity 401(k) and workplace account statements (PDF)
  • Fidelity HSA statements (PDF)

About Fidelity Investments statements

Fidelity serves 40+ million customers and is one of the largest financial institutions in the US. Their brokerage statements are detailed, multi-section PDFs covering trades, dividends, interest, and fees. The Cash Management Account (CMA) statement is closer to a bank statement and extracts cleanly.

Your Fidelity Investments statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a Fidelity Investments statement

Four steps. Under a minute.

01

Download from Fidelity.com

Log in at fidelity.com, go to Accounts & Trade > Statements, select the period, and download as PDF.

02

Upload to LedgerLift

Drop the Fidelity PDF into LedgerLift. The AI extracts every transaction from the statement.

03

Review and edit

Verify the extracted data and correct any rows before exporting.

04

Export as Excel or CSV

Download your structured spreadsheet for accounting, tax prep, or analysis.

Export Fidelity Investments transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert Fidelity Investments statements?

Common workflows that use Fidelity statement conversion.

Investment activity reporting

Export Fidelity brokerage activity to Excel for portfolio analysis, performance tracking, or CPA review.

Tax preparation

Compile realized gains, dividends, and interest from Fidelity statements into a spreadsheet for tax filing.

Retirement account monitoring

Extract IRA contributions, distributions, and investment activity for annual record-keeping.

CMA checking reconciliation

Convert Fidelity Cash Management Account transactions to CSV and import into accounting software.

Frequently asked questions about Fidelity Investments conversion

Does LedgerLift handle complex Fidelity brokerage statements?
Yes. Multi-section Fidelity statements including trades, dividends, interest, margin, and fees are all extracted. Complex statements may benefit from additional review.
Is the Fidelity Cash Management Account (CMA) supported?
Yes. The CMA statement is similar to a bank statement and extracts at very high accuracy.
Can I extract Fidelity IRA statements?
Yes. IRA, Roth IRA, and 401(k) rollover account statements are all supported.
How do I download a Fidelity statement as PDF?
Log in to fidelity.com, go to Accounts & Trade > Statements, select the account and date range, and download.
Can I batch-process multiple Fidelity statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one at a time.

Ready to convert your Fidelity Investments statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a Fidelity statement free

Other supported banks

Charles SchwabMorgan StanleyAlly BankGoldman Sachs (Marcus)View all banks →