brokertocsv Brokers How it works Convert a statement
8 brokers supported · Fidelity live

Turn a brokerage statement into clean rows.

Drop a multi-page PDF. We extract structured Holdings and Activity — reconciled to the statement totals — not a flat debit/credit dump. Built for accountants and bookkeepers.

Convert a Fidelity statement See all brokers
CSVExcelQuickBooks (QBO)TurboTax (TXF)

Pick your broker

Fidelity Live Charles Schwab Coming soon TD Ameritrade · legacy Coming soon Vanguard Coming soon Morgan Stanley Coming soon Merrill Coming soon Edward Jones Coming soon Robinhood Coming soon

How it works

1

Download

Grab the statement PDF from your broker.

2

Upload

Drop it on the broker’s page.

3

Review

Check the extracted Holdings, Activity & income.

4

Export

Download CSV, Excel, or a QuickBooks file.

Why a converter, not the broker's export?

Brokers either give you no clean CSV, cap the export, or hand you a messy file that won't import. And monthly statements, year-end summaries, and consolidated 1099-Bs are almost always PDF-only. We extract the data into a proper investment shape — holdings and cost basis kept separate from cash activity — not a flat debit/credit ledger.