Convert Fidelity Statement PDF to Excel or CSV

Extract transactions from your Fidelity statement in seconds. Free, no signup required.

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Extracted Transactions (0)
Date Description Amount

How It Works with Fidelity Statements

1

Download your statement PDF from Fidelity online banking

Log in to your Fidelity account and download any statement as a PDF file.

2

Upload it here

Drag and drop or click to upload your Fidelity PDF statement above.

3

Download clean CSV or Excel

Get your transactions in a clean spreadsheet format, ready to import into any software.

What We Extract from Fidelity Statements

  • Transaction dates
  • Descriptions
  • Amounts (deposits & withdrawals)
  • Running balance (if available)

Fidelity Statement FAQs

BankParse supports PDF statements from Fidelity Investments. This includes brokerage, cash management statement formats. Simply download your statement as a PDF from Fidelity online banking and upload it here.

Yes. Your uploaded files are processed in memory and immediately deleted after parsing. We do not store, log, or retain any of your financial data. No account or personal information is required.

Yes, BankParse supports both checking/savings statements and credit card statements from Fidelity Investments. Upload your credit card statement PDF and we'll extract all transactions automatically.

You can convert any Fidelity PDF statement regardless of the date. If Fidelity provides it as a PDF, BankParse can extract the transactions. Most banks provide 7+ years of downloadable statements.

Yes, BankParse is completely free. There are no hidden fees, subscriptions, or limits on the number of Fidelity statements you can convert.