Convert Fidelity Statement PDFs to CSV

Convert Fidelity bank and brokerage statement PDFs into clean CSV files. Works with Fidelity Cash Management and credit card statements.

Processed securely. Deleted after conversion.

No account required • One-time payment • Instant download

Output format

Available after you upload a PDF

About Fidelity statements

Fidelity statements include transaction details for cash management and credit card accounts. BankToCSV parses Fidelity's statement layout to extract transaction data.

How to convert your Fidelity statement

  1. Download your Fidelity statement as a PDF from your online banking portal.
  2. Upload the PDF above — you can add up to 5 statements at once.
  3. Preview the extracted transactions to make sure everything looks right.
  4. Download your clean CSV file, ready for Excel, Google Sheets, or QuickBooks.

What you get

Clean data

Standardized columns: date, description, amount, city, state, and source file.

Privacy first

Your Fidelity statement is processed and deleted immediately. Nothing is stored.

No account needed

No sign-up, no login. Upload, convert, download.

Handles edge cases

Multi-page statements, scanned PDFs, and messy formatting — all handled.

BankToCSV works with Fidelity and all major banks. Convert any bank or credit card statement PDF into a clean CSV file in seconds. Also supports Bank of America, Chase, Wells Fargo, Capital One, American Express, Citibank, US Bank, PNC, TD Bank, and most other financial institutions.