Fidelity Investments
www.fidelity.comAutomated import from Fidelity Investments is not yet available — but you can help us launch it! Export your data following the instructions below and send us the file. We'll use it to add Fidelity Investments support to the calculator.
Exporting Transactions from Fidelity Investments
Fidelity Investments allows exporting transaction history from the Activity & Orders section on fidelity.com.
Log in to fidelity.com
Go to Accounts > Activity & Orders
Select the "History" tab
Set the date range to the full tax year
Click "Download" and select CSV format
Fidelity generates 1099-B and 1099-DIV forms. For settlement in Poland, you need the full transaction history with currency conversion by the calculator.
Exporting Dividends from Fidelity
Dividends are available in the Activity & Orders section as a separate category.
Go to Activity & Orders > History
Filter by type: "Dividends"
Set the date range
Download CSV
Common Issues and Solutions
I cannot select a date range longer than 1 year
Fidelity limits the export to 1 year at a time. Create separate reports for each year if you need FIFO history.
The report contains retirement account transactions (401k/IRA)
Retirement accounts (401k, IRA) have different tax rules. Export only transactions from the brokerage account.
Help us add Fidelity Investments support!
Export your data from Fidelity Investments using the instructions above and send us a sample file. We'll use it to build automated import — it usually takes just a few business days.
Last updated: February 20, 2026