Convert Fidelity Bank Statement to Excel

Transform your Fidelity Bank PDF statements into Excel or CSV files in seconds.

About Fidelity Bank

Fidelity Bank is a financial institution that provides banking services to customers across the United States. Fidelity Bank offers a full range of personal and business banking products.

Why Convert Your Fidelity Bank Statement?

Fidelity Bank provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your Fidelity Bank Transactions

  1. Sign in to Fidelity at fidelity.com
  2. Click on your Cash Management Account
  3. Select "Statements" from the menu
  4. Choose your statement period
  5. Download the PDF

Supported Fidelity Bank Account Types

Data River converts statements from all Fidelity Bank account types:

  • Fidelity Cash Management Account
  • Fidelity Brokerage
  • Fidelity IRA
  • Fidelity 401k

What Makes Fidelity Bank Statements Unique

  • Fidelity Cash Management functions like a checking account
  • ATM fee reimbursements are automatic and unlimited
  • Investment sweeps to/from core position appear frequently
  • Fidelity uses FDIC-insured sweep for uninvested cash

Why Use Data River for Fidelity Bank Statements?

  • Fast: Convert Fidelity Bank statements in seconds, not minutes
  • Accurate: Optimized for Fidelity Bank's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all Fidelity Bank account types and statement periods

Ready to convert your Fidelity Bank statement?

Try Data River free and convert your first statement in seconds.

Convert Your Fidelity Bank Statement

Frequently Asked Questions

Does Data River support Fidelity Cash Management?

Yes. Fidelity's Cash Management Account functions like a checking account with unlimited ATM fee rebates. We extract all transactions including those rebates.

How are Fidelity investment sweeps handled?

Cash moving to/from your core investment position appears as transfers. Data River labels these clearly so they don't clutter your spending analysis.

Can I convert Fidelity brokerage statements?

Yes. We support Fidelity brokerage statements including trades, dividends, and distributions. Brokerage statements are more complex but convert accurately.

What is the Fidelity FDIC sweep?

Uninvested cash in Fidelity accounts is swept to FDIC-insured banks. This appears on statements and Data River captures it for your cash tracking records.

Is my Fidelity Bank statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

Start Converting Your Fidelity Bank Statements Today

Save hours every month by converting your Fidelity Bank statements with Data River.

Convert Your Fidelity Bank Statement