Exchanges & Brokers / Fidelity
What is Fidelity?
Fidelity is a broker or exchange on TradeJournal.co. Traders connect their account to import trades and track performance.
About
Connect Fidelity in Import to sync your trades to TradeJournal. View the broker list for more options.
Import Trades from Fidelity
You can connect Fidelity to TradeJournal.co to automatically import and journal your trades. TradeJournal.co supports file upload and API connections for Fidelity.
- Log into your Fidelity account.
- Click on Accounts & Trade, and select Portfolio.
- Click the Activity & Orders tab, and expand the History section.
- Choose the time period you wish to export, and click Go.
- Set the sort order to sort by ascending date.
- Click the download link on the right side of the page.
- Save the file in CSV format to your desktop (or anywhere else - just remember where you put it).
- Here on the import page, click "Choose file", choose the file you created above, and click "Upload".
NOTE: Fidelity does not provide times for each execution; please see this help article for details on the resultant limitations.
- File import: Upload a statement or export from Fidelity (CSV, Excel, or broker-specific format) via Import.
- API import: Link your Fidelity account to sync trades automatically.
Go to Import on TradeJournal.co to connect Fidelity and start journaling your trades.
Trades using Fidelity
| Symbol | Type | Status | P/L | Date | Trader | Portfolios | Patterns | Trade |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Fidelity is a broker or exchange on TradeJournal.co. Traders connect their account to import and journal trades. Used by 12,000+ traders. You can import trades from Fidelity via file upload or API in Import.