What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert Fidelity brokerage statements to a spreadsheet

Turn your Fidelity brokerage statement PDFs into clean, structured spreadsheets. Statement to Sheets reads the PDF, pulls out every transaction — date, description, amount, and balance — and hands you a file you can actually work with.

Convert a Fidelity statement

Choose an output format

Fidelity brokerage statement to Excel

Download as XLSX

Fidelity brokerage statement to CSV

Download as CSV

Fidelity brokerage statement to Google Sheets

Download as CSV and import into Google Sheets

Fidelity brokerage statement to QuickBooks CSV

Download as CSV and import into QuickBooks CSV

Fidelity brokerage statement to Xero CSV

Download as CSV and import into Xero CSV

Fidelity brokerage statement to Wave CSV

Download as CSV and import into Wave CSV

Fidelity brokerage statement to OFX

Download as OFX and import into OFX

Fidelity brokerage statement to QuickBooks (QBO)

Download as QBO and import into QuickBooks (QBO)

Fidelity brokerage statement to QIF

Download as QIF and import into QIF

By statement type

Fidelity brokerage account statements

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)to QIF

About Fidelity statements

Fidelity statements can combine cash activity, trades, and balances, which makes manual data entry especially tedious. Statement to Sheets detects the layout, parses each transaction row, and keeps the dates, amounts, and balances aligned so your export is ready to use.

To get your statement, sign in to Fidelity online banking or mobile app, open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

How do I convert a Fidelity brokerage statement to Excel?

Upload your Fidelity brokerage statement PDF to Statement to Sheets, 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. Statement to Sheets 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 Statement to Sheets supports text-based PDFs downloaded from your bank. Scanned or image-only statements need OCR, which is on the roadmap.

Other converters

Town & Country Bank Midwest Town Bank Town Center Bank TowneBank Toyota Financial Savings Bank TPNB Bank Tradition Capital Bank Traditional Bank, Inc.Traditions Bank Traditions First Bank

Convert your Fidelity statement now

Upload a PDF and download a clean spreadsheet in seconds. Free and private.

Convert a statement