Supports Fidelity statements Reviewable results

Convert PDF Statements from Fidelity to Excel

Extract transactions from Fidelity statements into reviewable Excel rows. The workflow handles complex vector graphics and keeps dates, descriptions, amounts, and balances separated for checking.

Start proof statement شاهد كيف يعمل
One proof document Private workspace HTTPS upload
Fidelity_Statement.pdf
Fidelity
كشف حساب • Jan 2024
01/15 DIRECT DEPOSIT 2,500.00
01/15 DIVIDEND VTI REINVEST 0.0166 shares @ $245.50 4.08
البيانات مدمجة ومقسمة عبر الأسطر
Fidelity_Transactions.xlsx
التاريخ الوصف المبلغ
2024-01-15 DIRECT DEPOSIT +$2500,00
2024-01-15 DIVIDEND VTI REINVE… +$4,08
Clean columns for accounting review
PDF
Scans and exports
4
Export formats
50
Bank pages

Supported input and export formats

PDF statements Scanned PDF, JPG, PNG Excel workbook CSV rows Structured JSON QuickBooks CSV Xero CSV

لماذا لا تُنسخ كشوف حسابات Fidelity بصيغة PDF إلى Excel

The PDF uses complex vector graphics for tables, making text extraction difficult.

Combined statements mix cash management, brokerag…

Multi-account summary

CSV exports over 64,000 rows require Excel 2010 o…

Large account history

Review rules for Fidelity PDF formats

These extraction rules prepare rows for human review

Split by account type

Combined statements include checking, brokerage, and retirement accounts. Parse…

Tag dividend reinvestments

Automatic dividend reinvestments create buy transactions. Tag with 'REINVEST' f…

مقارنة الوقت

Replace copy-paste cleanup with a reviewable extraction

Compare manual copy-paste cleanup with structured extraction for Fidelity statements

العملية اليدوية

النسخ واللصق من PDF

بطيء
وقت المعالجة يدوي

Depends on page count, layout, and review needs

تنسيقات التاريخ غير متسق

يتطلب تنظيفاً يدوياً

نص متعدد الأسطر ينكسر

تنقسم الأوصاف إلى صفوف

معدل الخطأ Hard to review

أخطاء إملائية، أعمدة غير محاذاة

Source context لا يوجد

لا يوجد تحقق من المصدر

PDF2TEXT.AI

Reviewable extraction

موصى به
وقت المعالجة Assisted extraction

Extraction starts after upload and returns reviewable rows

تنسيقات التاريخ ISO 8601

Standardized for review (YYYY-MM-DD)

نص متعدد الأسطر مدمج

Descriptions joined for review

معدل الخطأ Review first

Check amounts against the source statement

Source context Review view

Source statement kept nearby

Start proof document
Built for review, export, and repeat bookkeeping cleanup

OUTPUT_AND_REVIEW

What you can check after extracting Fidelity statements

Use the output as a review workspace before importing it anywhere. The source statement stays visible while you confirm fields and download the format your accounting workflow expects.

Statement fields

  • Bank name and account identifier
  • Statement period and currency
  • Opening and closing balances

Transaction rows

  • Date and description
  • Debit, credit, amount, and balance
  • Rows that continue across pages

Review checks

  • Balance movement against transaction totals
  • Duplicate, overlapping, or missing statement periods
  • Ambiguous dates, signs, and wrapped descriptions

Export formats

  • Excel workbook
  • CSV transaction rows
  • Structured JSON
  • QuickBooks and Xero CSV layouts

SAMPLE_OUTPUT

Reviewed output before import

البنك
Fidelity
Statement period
2026-04-01 to 2026-04-30
الحساب
Checking *4821
Export columns
Date, description, debit, credit, amount, balance
التاريخ الوصف المبلغ
2024-01-15 DIRECT DEPOSIT +2500,00
2024-01-15 DIVIDEND VTI REINVEST 0.0166 shar… +4,08

Validation visible before export

  • Opening + transaction total is checked against closing balance
  • Duplicate, overlapping, and missing statement periods are surfaced by account
  • Saved client and bank mappings keep monthly batches consistent
  • Excel, CSV, JSON, QuickBooks CSV, and Xero CSV exports use the reviewed rows

حوّل Fidelity PDF إلى Excel في 3 خطوات

Upload, extract, review, then download an accounting-friendly file

1

أسقط كشف حسابك بصيغة PDF

اسحب كشف حساب Fidelity إلى منطقة الرفع. يُقبل PDF وJPG وPNG—حتى 50 ميغابايت لكل ملف.

2

Rows are prepared for review

PDF2TEXT prepares your Fidelity statement rows for review, standardizes dates to YYYY-MM-DD, and separates amounts from running balances.

3

نزّل ملف Excel الخاص بك

Download Excel, CSV, or accounting-specific CSV layouts after checking the extracted fields against the original statement.

أين تجد كشف حساب Fidelity بصيغة PDF

Download your statement from Fidelity online banking, then upload it here to extract reviewable Excel, CSV, and JSON output

  1. 1

    Log in to your Fidelity account.

  2. 2

    Navigate to the 'Documents' section.

  3. 3

    Select the desired report and choose 'Download as CSV'.

انتقل إلى الخدمات المصرفية الإلكترونية لـ Fidelity
Private Document Access

Your statements stay in your private workspace

Protected in transit with HTTPS and available only after account or workspace authorization.

HTTPS in transit

Your browser uses an encrypted HTTPS connection when uploading documents and downloading results.

Available for review

Originals and extracted results remain in your private workspace for review and export. Contact support to request deletion.

Authorized access

Uploaded originals and generated previews are checked against the owning account or workspace before delivery.

Fidelity PDF إلى Excel: الأسئلة الشائعة

إجابات على الأسئلة الشائعة حول تحويل كشوف الحسابات البنكية من PDF

لماذا يؤدي النسخ واللصق من Fidelity PDF إلى إفساد جدول Excel الخاص بي؟
The PDF uses complex vector graphics for tables, making text extraction difficult.
هل يمكنني تنزيل CSV مباشرة من Fidelity بدلاً من ذلك؟
Log into your Fidelity account. Go to Statements & Documents. Select the period. Look for the download icon (usually top right) and select CSV to avoid PDF conversion fees.
Can I import the extracted rows into QuickBooks or Xero?
Yes. Export reviewed transaction rows as Excel, CSV, structured JSON, QuickBooks-friendly CSV, or Xero-friendly CSV. Check fields against the source statement and use saved mappings to review duplicate, overlapping, or missing periods before importing recurring batches.
هل يعمل هذا مع كشوف الحسابات البنكية الممسوحة ضوئياً أو المصورة؟
Yes. Our OCR reads both digital PDFs and scanned images. Upload a clear scan or phone photo (PDF, JPG, PNG), then review the extracted transactions before exporting.
هل من الآمن رفع كشف حسابي البنكي؟ ماذا يحدث لبياناتي؟
Uploads use HTTPS and remain available only through your authenticated private workspace so you can review and export them. Privacy, retention, and deletion details are linked in the footer.

Start with a Fidelity proof statement

Use one proof document up to five pages, review the extracted rows, then buy a page pack for this statement or choose a monthly plan when client batches repeat.

Start Fidelity proof document

PDF, JPG, or PNG • One proof document • Page packs and monthly plans for continued work

المزيد من محولات كشوف الحسابات البنكية

عرض جميع
Ally Bank Bank of America Capital One Charles Schwab Chime Citibank Citizens Bank Fifth Third Bank Goldman Sachs Huntington JPMorgan Chase KeyBank

الولايات المتحدة

المملكة المتحدة

pdf2text.ai is an independent tool and is not affiliated with, endorsed by, or sponsored by Fidelity or any financial institution. All trademarks remain the property of their respective holders and are used here solely for descriptive purposes to identify file compatibility.

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