Import Fidelity trades into TradeRitual.

Connect Fidelity once and your trades sync automatically every day - or import a file whenever you like. Track Stocks, Options with full P&L analytics.

Auto-syncFile importStocksOptions

All brokers

Visit Fidelity

Auto-sync · Growth plan and up

Auto-sync Fidelity

1
In TradeRitual, open Import (or Settings → Integrations) and click "Connect your broker."
2
In the secure window, choose Fidelity and sign in - read-only access.
3
Pick which account(s) you want to sync.
4
Done - your Fidelity trades import automatically, every day.

File import · Free on every plan

Import a Fidelity file

1
Open Activity & Orders
At fidelity.com, open Accounts & Trade → Portfolio, then Activity & Orders (History).
2
Set date range and load
Set your date range and let all records finish loading.
3
Download as CSV
Select Download and save the file as CSV.
4
Import into TradeRitual
Drop the CSV into TradeRitual.

Official Fidelity export guide

Fidelity - questions

Does TradeRitual work with Fidelity?

Yes. Fidelity connects for automatic daily sync, and you can also import a file. Stocks, Options are supported.

How do I import Fidelity trades?

Connect Fidelity once in Settings → Integrations and your trades sync automatically every day. Prefer files? You can also export a CSV/Excel/HTML report and drag it in.

Which Fidelity assets can I track?

Stocks, Options. P&L, fees, and multi-leg positions are handled automatically.

Does Fidelity sync automatically?

Yes - auto-sync is available on the Growth plan and up. Connect once and new Fidelity trades arrive in your journal daily, with no manual exports.