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?

(133 vote(s))
This article was helpful
This article was not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below. This is required to prevent automated registrations and form submissions.

Help Desk Software by Kayako ta.helpserve.com