Fidelity Trades CSV Instructions
Follow these steps to download your trades CSV file from Fidelity and import into Wingman.
- Once logged onto your Fidelity account on www.fidelity.com, select the Accounts & Trade menu and the Account Positions page.
- Click on the Activity & Orders tab (#1 in the screenshot below).
- Select a date range from the date dropdown.
Note: I recommend choosing the Custom tab (#2 in the screenshot below). The earliest start date allowed is the day you added the account to Wingman. - Download the file as a CSV (#3 in the screenshot below).
- Save the file to any folder on your computer. Don't open it on your computer before uploading to Wingman, as it will autoreformat and cause problems.
- 🎉 Upload your file to its respective account at the top of the Import Trades page.