How To Export Trade History From Fidelity (2024)

FidelityImport Instructions:

Note:Fidelity trade history is available for the last 5 trading years.

1. Log on to your Fidelity Investments account.

2. Select your accountand clickActivity & Ordersfollowed byHistory.

3. Select aTime Periodand click theGobutton.

Note:Fidelity Investments limits each download to 90 days.

Five separatecsvfiles (quarters 1-4 and quarter 1 of the following year) will need to be downloaded to account for the full 13 months of data required fornon-MTM traders.

4. Wait for the data to be displayed, then click theDownloadlink to begin thecsvfile download.

5. Click theSavebutton on the popupFile Downloaddialog box.

6. Note TraderFyles will only read one consolidated file. So each quarters trade history data will need to be aggregated into one CSV file

7. You are now ready to upload to TraderFyles