Sortlumo
Fidelity converter

Convert a Fidelity statement PDF to Excel, categorized.

Upload a Fidelity Cash Management or brokerage statement PDF and Sortlumo extracts the cash activity — deposits, card spending, transfers, and fees — normalizes merchants, and categorizes every line.

Start freeSee the 3-step process
  • No bank linking
  • PDFs never leave your account
  • Cancel anytime
Step 1 — Export from Fidelity

How to download a PDF statement from Fidelity.

  1. Sign in to Fidelity

    Go to fidelity.com and sign in to your account.

  2. Open Statements & Documents

    The tab sits in the main menu; it lists statements by account and period.

  3. Pick the account and month

    Choose the Cash Management or brokerage account whose activity you want to convert.

  4. Click the PDF link

    Save the PDF version rather than printing from the browser view.

  5. Drop into Sortlumo

    Drag the PDF into the upload zone. Sortlumo pulls out the transaction activity and categorizes it.

NoteA Fidelity brokerage statement is mostly holdings and performance. Sortlumo focuses on the cash and card activity inside it — it is not a portfolio tracker and won't reconcile positions, cost basis, or dividends as investments.

Step 2 — Drop in Sortlumo

Exactly what we extract from your Fidelity statement.

Every transaction line

Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.

Normalized merchants

SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.

22 categories

Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.

Subscription detection

Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.

Step 3 — Export

From categorized view to .xlsx, instantly.

Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including any you changed by hand.

FAQ

Fidelity statement questions, answered.

Does Sortlumo track my Fidelity investments?

No. Sortlumo is a spending tool, not a portfolio tracker. It extracts the cash-activity sections of a statement — card spending, transfers, deposits, fees — and leaves holdings and performance alone.

Does this work for the Fidelity Cash Management Account?

Yes, and that's the best fit. The CMA behaves like a checking account, so its statement is largely merchant transactions that categorize cleanly.

What about the Fidelity Rewards Visa?

Card statements are separate text-based PDFs and parse the same way as any other credit card statement.

Will retirement account statements work?

They'll parse, but a 401(k) or IRA statement is mostly contributions and holdings, so there's little merchant spending for Sortlumo to categorize.

Other banks

Converting statements from somewhere else?

New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.

Drop in your first Fidelity PDF. See it categorized in under a minute.

Start freeOther banks

1 free statement/month · No card · Cancel anytime · See our security page