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.

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 Wave CSV

Q: 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.

Statemently converts Fidelity brokerage statement PDFs into Wave CSV so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy CSV file that imports directly into Wave CSV.

Convert to Wave CSV

How to convert a Fidelity brokerage statement to Wave CSV

1
Upload your Fidelity brokerage statement
Drag and drop your Fidelity brokerage 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 Wave CSV
Download the CSV file, choose the correct destination account type, then import it into Wave CSV — your transactions land in neat columns, ready to review.

Why Wave CSV?

Wave-ready CSV

Create a simple CSV for Wave transaction uploads from a bank or card statement PDF.

Bank or card signs

Choose bank account or credit card so imported amounts face the right direction.

Less cleanup

Review rows first, then import a tidy transaction list into Wave.

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

Is the Fidelity to Wave CSV converter free?

Yes. You can upload your Fidelity brokerage statement and download the extracted transactions as Wave CSV at no cost.

Will it work with my Fidelity brokerage 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 Wave CSV?

Statemently gives you a clean CSV file. Open Wave CSV and import that file — your Fidelity transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Fidelity brokerage statement is editable inline, so you can correct anything before exporting to Wave CSV.

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

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV

Convert other statements to Wave CSV

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Convert your Fidelity brokerage statement to Wave CSV

Upload a PDF, review the transactions, and download in seconds. Free and private.

Convert a statement