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Convert Fidelity bank statements to QuickBooks® Desktop format
Log into your Fidelity Investments online banking account
Navigate to your account transaction history or statements
Look for a "Download", "Export", or "Download Transactions" option
Select "CSV" or "Comma Separated Values" as the file format
Choose your date range and download the file
Upload the CSV file to our converter below
Our converter automatically recognizes Fidelity CSV format and maps columns for you.
Your Fidelity data never leaves your browser. All processing happens locally.
Convert Fidelity transactions to IIF format in seconds, not minutes.
Upload your Fidelity Investments CSV file and get a QuickBooks®-ready IIF file instantly.
Start Converting — Free