pdftoexcel

Convert your Fidelity statement to Excel

Cash Management Account and Fidelity Bloom PDFs converted to a reconciled spreadsheet. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

How the Fidelity conversion works

  1. 1. Drop your Fidelity Investments PDF — digital or scanned, monthly statement or a combined multi-month export, up to 50 MB (or batch up to 25 files). Password-protected PDFs and image-only scans both work: scans go through vision OCR automatically.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

Supported Fidelity statement types

We handle checking and savings PDFs from Fidelity Investments.

  • checking
  • savings

Frequently asked questions

Is my Fidelity statement stored on your servers?
No — the PDF is parsed in memory and never persisted. Only the extracted JSON is kept for your account history, and even that respects a 24-hour retention default.
What does the "Verified" badge mean?
Every export is reconciled: the sum of transaction amounts must match (ending − beginning) within $0.01. If it doesn't, you see an honest "failed" status instead of a silently broken export.
Do password-protected Fidelity statements work?
Yes — the upload prompts for a password and decrypts the PDF in memory during parsing.
Can I upload several Fidelity statements at once?
Drop up to 10 PDFs in one batch. Each runs through the queue with its own status row, then a single ZIP download packages all converted files in XLSX, CSV, or QBO.

Further reading

Engineering notes

Scanned bank statements to Excel — without the silent OCR errors

If the statement you need to convert came from a scanner instead of a bank portal, the failure mode isn't the OCR — it's the missing reconciliation check afterward. Here's how we handle scans, and why the running-balance check is the thing that makes it safe.

7 min read

Engineering notes

Bank statements for divorce discovery: converting opposing-counsel PDFs without silent errors

How to turn a discovery packet full of scanned bank statements into a reconciled spreadsheet you can stand behind in front of a judge. Practical notes for family-law attorneys and the forensic accountants they work with.

8 min read

Other banks we convert