Convert Fidelity brokerage account statements to QuickBooks (QBO)
Need your Fidelity brokerage account statement in QuickBooks (QBO)? Statement to Sheets extracts every transaction from the PDF and turns it into a clean QuickBooks (QBO) export — usually in just a few seconds. Statement to Sheets produces a tidy QBO file that imports directly into QuickBooks (QBO).
Convert to QuickBooks (QBO)How to convert a Fidelity brokerage account statement to QuickBooks (QBO)
- 1
Upload your Fidelity brokerage account statement
Drag and drop your Fidelity brokerage account statement PDF onto Statement to Sheets, or click to browse. Text-based PDFs up to 10 MB are supported.
- 2
Let Statement to Sheets extract the transactions
Statement to Sheets 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 QuickBooks (QBO)
Download the QBO file, choose the correct destination account type, then import it into QuickBooks (QBO) — your transactions land in neat columns, ready to review.
Why QuickBooks (QBO)?
QuickBooks Web Connect
QBO is QuickBooks' native bank-import format — upload and let it match the account automatically.
No manual entry
Skip retyping transactions; import the statement straight into QuickBooks.
Set your bank ID
Add your bank's INTU.BID so the import doesn't warn about an unrecognized institution.
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. Statement to Sheets reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your brokerage account 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
Is the Fidelity to QuickBooks (QBO) converter free?
Yes. You can upload your Fidelity brokerage account statement and download the extracted transactions as QuickBooks (QBO) 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 QuickBooks (QBO)?
Statement to Sheets gives you a clean QBO file. Open QuickBooks (QBO) 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 QuickBooks (QBO).
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 QuickBooks (QBO)
Convert your Fidelity brokerage account statement to QuickBooks (QBO)
Upload a PDF, review the transactions, and download in seconds. Free and private.
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