How to export your trades from Fidelity

To export your trades from Fidelity:

1. Sign in to the Fidelity website.
2. On the Accounts & Trade page, click on the Activity & Orders tab.
3. Inside the Activity & Orders tab, click on the History tab.
4. Select a date range, and click the Apply button.
5. Click on the Download button in the top right corner of the tab and save the exported file.
6. Tip: Upload the exported file to Simple Portfolio to evaluate your portfolio for free.