How to Import Fidelity Trades into AllInvestView
Follow these simple steps to export your Fidelity trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.
Auto-Sync Available
Fidelity supports automatic portfolio sync via SnapTrade integration. Set up auto-sync instead
Step 1: Export Your Fidelity Trading History
- Log in to Fidelity.com
- Go to Accounts & Trade > Account Activity or Portfolio
- Select the History tab and set your date range
- Click Download and choose CSV format
- Save the file to your computer
Expected CSV Format
Run Date | Account | Action | Symbol | Description | Type | Quantity | Price | Commission | Fees | Amount
Step 2: Import into AllInvestView
- Go to AllInvestView Import Tool (or click Import from your dashboard)
- Drag and drop your Fidelity CSV file, or click to browse
- AllInvestView automatically detects the Fidelity format and maps all columns
- Review the imported trades and confirm — your Fidelity portfolio is now tracked!
Common Issues & Solutions
US date format (MM/DD/YYYY)
Fidelity uses US date format. AllInvestView detects this automatically when the Fidelity format is recognized.
Mutual fund pricing
Mutual fund NAV prices are handled correctly. Fidelity mutual funds with 5-letter tickers (ending in X) are fully supported.
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Import Fidelity Trades FreeFrequently Asked Questions
Can I auto-sync Fidelity?
Yes! AllInvestView supports automatic sync with Fidelity via SnapTrade integration. Connect in Settings > Broker Sync.
Are Fidelity 401(k) accounts supported?
Employer-sponsored accounts (401k, 403b) can be tracked via CSV export. Auto-sync availability depends on the account type.
Does the import handle fractional shares?
Yes, Fidelity fractional shares are imported with full precision.