Convert Fidelity Brokerage statement PDF to Excel
Fidelity brokerage statements run 30+ pages with positions, activity, dividends and fees split across sections. SheetFerry pulls each section into its own Excel sheet so you can analyse cost basis or dividend history without manual cleanup.
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Why Fidelity customers convert PDFs
Fidelity's CSV export skips the activity narrative and groups dividends by month only. The PDF statement is the complete record.
From Fidelity PDF to Excel in 3 steps
Upload your Fidelity brokerage statement PDF
Drag and drop a single file or a year's worth—up to 50MB per file.
AI extracts every transaction
Date, merchant, category, amount and currency are detected automatically.
Download a clean Excel file
One row per transaction, ready to pivot, filter, or import into accounting software.
Built for accuracy on Fidelity brokerage statements
AI table detection
Reads the Fidelity brokerage statement layout natively—no templates to maintain.
Seconds, not hours
12 months of brokerage statements processed in the time it takes to brew coffee.
Private by default
Files processed in memory and deleted immediately. Never stored.