How to Download Your Fidelity Bank Statement (2026)

1

Log in to Fidelity

Go to fidelity.com and sign in with your username and password. You can also access your statements through the Fidelity Investments Mobile app.

Fidelity login page

2

Navigate to Statements

Once logged in, click on "Accounts & Trade" in the top navigation, then select "Statements" from the dropdown. You can also navigate to your specific account and click on the "Statements" tab within the account details page.

3

Select and Download Your Statement

You'll see a list of available statements organized by date. Click on the statement period you want to download. Fidelity will open the statement as a PDF in your browser. Click the download icon or use Ctrl+S (Cmd+S on Mac) to save the PDF file to your computer.

Fidelity statement download

4

Upload to BankParse for Conversion

Now that you have your Fidelity statement PDF, head to BankParse Fidelity Converter and drag-and-drop your file. Your transactions will be extracted instantly into CSV or Excel format — no signup required.

BankParse converter

Fidelity Statement Download FAQs

Log in to your Fidelity online banking account, navigate to Statements & Documents, select the statement period you need, and download it as a PDF. Most banks keep 7+ years of statements available for download.

Yes! Once you have your Fidelity statement downloaded as a PDF, upload it to BankParse and it will instantly extract all transactions into CSV or Excel format. No signup required.

Most Fidelity accounts allow you to download statements going back 7 years or more through online banking. Check your Statements & Documents section for the full archive. BankParse can convert any PDF statement regardless of age.