Convert Fidelity brokerage account statements to Google Sheets
Statemently converts Fidelity brokerage account statement PDFs into Google Sheets so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy CSV file that imports directly into Google Sheets.
Convert to Google SheetsHow to convert a Fidelity brokerage account statement to Google Sheets
- 1
Upload your Fidelity brokerage account statement
Drag and drop your Fidelity brokerage account statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
- 2
Let Statemently extract the transactions
Statemently reads the Fidelity PDF and automatically pulls out every transaction — date, description, amount, and running balance.
- 3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
- 4
Download and import into Google Sheets
Download the CSV file, then import it into Google Sheets in a couple of clicks — your transactions land in neat columns, ready to use.
Why Google Sheets?
Collaborate in real time
Share your transactions with a bookkeeper or business partner and edit together from anywhere.
Free and cloud-based
Open your statement data in any browser — no software to install.
Easy import
The exported file drops straight into a Google Sheet with columns intact.
About Fidelity brokerage account statements
A Fidelity brokerage statement can mix cash activity, trades, dividends, and positions, which makes it especially tedious to enter by hand. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your brokerage account export is ready to use.
Frequently asked questions
Is the Fidelity to Google Sheets converter free?
Yes. You can upload your Fidelity brokerage account statement and download the extracted transactions as Google Sheets at no cost.
Will it work with my Fidelity brokerage account statement?
It works with text-based Fidelity PDFs — the kind you download directly from Fidelity. Scanned or photographed statements need OCR, which is coming soon.
How do I get my transactions into Google Sheets?
Statemently gives you a clean CSV file. Open Google Sheets and import that file — your Fidelity transactions appear in organized columns.
Can I edit transactions before downloading?
Yes. Every row from your Fidelity brokerage account statement is editable inline, so you can correct anything before exporting to Google Sheets.
Is my financial data secure?
Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.
Other Fidelity formats
Convert other statements to Google Sheets
Convert your Fidelity brokerage account statement to Google Sheets
Upload a PDF, review the transactions, and download in seconds. Free and private.
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