How to download your Fidelity transactions

Fidelity is a bank in the US. Export your transaction history as CSV, OFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFX

Step by step

Log in to Fidelity at fidelity.com.
Go to 'Accounts' > select the account.
Click 'Activity & Orders' or 'Transaction History'.
Set the date range.
Click 'Download' (look for the download icon or link).
Choose CSV format.
Save the file.

Tips for Fidelity

Fidelity's Cash Management Account exports like a checking account.

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Got your Fidelity file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

Free tier available. No credit card required.