How to Convert Fidelity Statement to JSON
Follow this simple guide to convert your Fidelity bank statement PDF into a clean JSON file. Structured JSON data for developers, APIs, and automated workflows.
What You'll Need
- A PDF bank statement from Fidelity (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your Fidelity Statement
Log in to your Fidelity online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: Log in to fidelity.com, click 'Accounts & Trade,' then select 'Statements.' Choose the account and statement period, then download the PDF. Fidelity keeps statements available online for up to 10 years. Note that Fidelity Cash Management Account (CMA) statements may include both banking transactions and any linked brokerage activity. If your statement includes investment trades alongside cash transactions, Statement Pro extracts the cash flow and banking transactions.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects Fidelity statements and begins extracting transactions immediately.
Download Your JSON File
Once processing is complete, click the download button to get your JSON file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
Fidelity FAQ
Fidelity's Cash Management Account (CMA) works like a checking account with a debit card, bill pay, and ATM fee reimbursement, but is held through Fidelity's brokerage platform. Statement Pro converts the banking transaction portion of CMA statements to CSV.
Statement Pro focuses on extracting cash transactions (deposits, withdrawals, transfers) from Fidelity statements. Investment trade confirmations and portfolio valuations are not part of the transaction data extracted.
Fidelity provides up to 10 years of statements online, which is more than most banks. This is useful for historical record-keeping and tax-related research.
Fidelity CMA users often need to track spending, reconcile with their budget, or import transactions into accounting software. CSV conversion makes this possible without manual data entry.
Related Guides for Fidelity
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