Knowledgebase
Import of Fidelity Data
Posted by Henry Gage on 03 December 2009 01:19 AM
Regarding: Import of Fidelity Data

Q. How do I import transaction data from fidelity, for stock and options

A. At present (Dec. 2, 2009) we don't have a sync feature for Fidelity. However we are interested in adding them as a supported broker but the last time we looked into this they were not responsive.

Can you put us in contact with a responsive product manager? We can then look into the details and simplify the steps. Alternatively if you can obtain a data file we can confirm the steps. You would need an Excel or .csv or Quicken or Money data file.

Can you send us a data file?

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