Fidelity Fidelity Import Guide

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

  1. Log in to Fidelity.com
  2. Go to Accounts & Trade > Account Activity or Portfolio
  3. Select the History tab and set your date range
  4. Click Download and choose CSV format
  5. Save the file to your computer

Which export to pick: Use the Activity/History download in CSV. Fidelity spells actions out in full words ("YOU BOUGHT", "DIVIDEND RECEIVED"), which the importer maps to trades and income.

What Your Fidelity File Looks Like

Run DateAccountActionSymbolDescriptionQuantityPriceAmount
03/14/2026IndividualYOU BOUGHTFAKEOFAKECO INC10210.00-2100.00
04/10/2026IndividualDIVIDEND RECEIVEDFFAKEXFAKE INDEX FUND——12.30

Illustrative rows with invented symbols and amounts.

What each column means

  • ActionFidelity spells actions out: "YOU BOUGHT", "YOU SOLD", "DIVIDEND RECEIVED", "REINVESTMENT".
  • SymbolMutual funds use 5-letter tickers ending in X (e.g. FFAKEX). These are fully supported.

Step 2: Import into AllInvestView

  1. Go to AllInvestView Import Tool (or click Import from your dashboard)
  2. Drag and drop your Fidelity CSV file, or click to browse
  3. AllInvestView automatically detects the Fidelity format and maps all columns
  4. Review the imported trades and confirm — your Fidelity portfolio is now tracked!

What Happens After You Upload

You never import blind. After AllInvestView detects the Fidelity format, it shows a review screen where every row is grouped, editable and confirmed by you before anything is saved:

Trades Dividends Cash Options
  • GroupedRows are sorted into buys/sells, dividends, cash movements and options so you can see exactly what will be booked.
  • EditableFix a currency, quantity or date inline before confirming — nothing is written until you approve the batch.
  • De-duplicatedRe-upload an overlapping export and AllInvestView skips rows it has already imported, so you can safely import year-by-year files without creating duplicate trades.

Fidelity Gotchas & How We Handle Them

Auto-handled Check on review Needs your action

US date format

Auto-handled

Run Date is MM/DD/YYYY and is parsed US-first for the Fidelity layout.

Mutual fund NAV pricing

Auto-handled

Fund NAVs and 5-letter X-tickers are handled like any other holding.

Retirement accounts

Needs your action

401(k)/403(b) history can be exported to CSV, though auto-sync availability depends on the plan.

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Ready to Import Your Fidelity Portfolio?

Start tracking your Fidelity investments with professional analytics, tax reports, and dividend tracking — all free.

Import Fidelity Trades Free

Frequently 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.
Fidelity Portfolio Tracker
Full overview of tracking Fidelity investments
Connect Fidelity Automatically
Set up auto-sync instead of manual CSV import