Convert Fidelity brokerage statements to a spreadsheet
Turn your Fidelity brokerage statement PDFs into clean, structured spreadsheets. Statemently reads the PDF, pulls out every transaction — date, description, amount, and balance — and hands you a file you can actually work with.
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Fidelity brokerage account statements
About Fidelity statements
Fidelity statements can combine cash activity, trades, and balances, which makes manual data entry especially tedious. Statemently detects the layout, parses each transaction row, and keeps the dates, amounts, and balances aligned so your export is ready to use.
Frequently asked questions
How do I convert a Fidelity brokerage statement to Excel?
Upload your Fidelity brokerage statement PDF to Statemently, review the transactions it extracts, and download an Excel (XLSX) file. The whole process takes seconds.
Can I convert a Fidelity brokerage statement to CSV?
Yes. Statemently exports your Fidelity transactions as CSV as well as Excel, so you can import them anywhere.
Is my Fidelity data kept private?
Files are processed privately and never sold or shared. Uploads are deleted automatically once your export is ready.
What if my Fidelity statement is a scan?
Today Statemently supports text-based PDFs downloaded from your bank. Scanned or image-only statements need OCR, which is on the roadmap.
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