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By clicking the Download button on the History page, you can export data from your Account History on Fidelity.com directly into Microsoft® Excel in CSV (comma-separated values) format. This will export your account transaction details. If you have a mySmart Cash Account®, you can filter for specific types of transactions. |
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The three most current versions of Quicken® and Microsoft® Money can accept downloaded information from your Fidelity account. Fidelity cannot support or help troubleshoot problems that may occur with older versions of these products. |
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To use Fidelity.com's account download service, your computer must meet the hardware, memory, operating system, browser, and access requirements provided by Quicken® or Microsoft® Money. Usually this information is available on the product packaging or in the software's "Read Me" file. |
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To download your account data, you must have the following: |
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Any one of the three most recent versions of Quicken® – available from stores or direct from Intuit at 1-800-4-INTUIT or www.intuit.com, or |
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Any one of the three most recent versions of Money – available from stores or www.microsoft.com/money, or |
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A Fidelity Personal Identification Number (PIN) to download your account data. You will be prompted for your SSN or Customer ID and PIN every time you request your account to be updated. If you do not have a PIN, you may establish a PIN online. |
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You do not need to enroll to use the account download service. All you need to download your data is an online PIN to access your account. This is the same PIN that you use to access your account through Fidelity.com. |
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Downloading your Fidelity account information into Quicken® or Microsoft® Money is free. |
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You can download account information from your Fidelity accounts, including: |
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Account balances |
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Investment holdings |
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Up to 90 (ninety) days of transaction history. |
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If your plan permits, you can download information from your Fidelity NetBenefits 401(k), 403(b), and 457 accounts. |
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The last 90 days of transaction history is downloaded the first time an account is downloaded into Quicken® or Microsoft® Money. On subsequent downloads, Fidelity will transmit up to 90 days of new transaction history since the previous download. Therefore, we suggest customers download account information at least every 90 days. Please note that account information is updated on Fidelity's systems nightly, so downloads will contain transaction history up to the close of the previous business day. |
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When you download your account data into Quicken® or Microsoft® Money, your financial data is stored on your computer's hard drive. Take all precautions to protect this information, especially if you share your computer with others or use an Internet provider with persistent Internet access (e.g., broadband or DSL). |
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Make sure to read all legal disclosures within any product to understand the details behind usage of products and data storage. |
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No. Although Quicken® has in-product links to Fidelity's online trading capability, you must access your account on Fidelity.com to trade in your account. |
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To allow customers to download account information with confidence and security, Fidelity has implemented powerful electronic security measures using industry-standard encryption technology and additional proprietary measures. These include requiring users to enter a Personal Identification Number (PIN) and User ID (Social Security Number or Customer ID) incorporating 128-bit, 2-way data encryption technologies*, and 24-hour monitoring of access to Fidelity data and information. |
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All customer data is transferred over the Internet using industry-standard encryption technology designed to be secure. Fidelity recommends that users take the following measures to maintain the highest level of security: |
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Make your passwords as obscure or abstract as possible. Avoid obvious numbers and words, such as maiden name, birth date, or an anniversary, which may be easy to guess. |
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Don't tell anyone your PIN. Ideally, your PIN will be easy for you to remember so you won't have to write it down, but difficult for others to guess. |
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Please call a Fidelity Representative at 800-544-7931 if you have any further questions on security with the account download service. |
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* In an effort to provide a higher degree of confidentiality and security for your personal financial information, Fidelity strongly recommends the use of 128-bit encryption browser. Encryption is the process for scrambling your trading and account information as it passes between Fidelity and your computer. The encryption process is built into most Internet browsers. The larger the number of bits for encryption (e.g. 128) the more difficult it is for an unauthorized person to unscramble the transmission. |
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A browser that supports 128-bit encryption is the most secure way to access your Fidelity information. Fidelity may only be liable for losses resulting from unauthorized transactions if it does not follow reasonable security procedures for verifying the identity of a user. Fidelity recommends that you verify the accuracy of your confirmation statements immediately after you receive them. |
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The PIN number you use to download your account data is the same PIN you use for Fidelity online trading and FAST phone access. If you have forgotten your PIN, you can establish a new PIN online, it just takes a few minutes. |
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Yes. If your plan allows, you may be able to download your Fidelity 401(k), 403(b), or 457 accounts into Quicken® or Microsoft® Money. If you need assistance importing your Fidelity NetBenefits account information, call 800-581-5800. |
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Fidelity does not support online bill payment through Quicken® or Microsoft® Money personal financial software programs. We suggest you enroll in the free Fidelity BillPay® to pay your bills through fidelity.com. Your processed bill payment transactions will be automatically downloaded into Quicken® or Microsoft® Money when you use the account download service. |
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Yes. Some transaction types do not appear in the information displayed once you download your account. You can always refer to your account on Fidelity.com or your regular account statements for an accurate representation of your account history. |
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If you need further assistance downloading your Fidelity account information into Quicken® or Microsoft® Money, please call Fidelity at 800-544-7931 and a specialist will be able to assist you. |
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Quicken® recognizes cash transactions in a Fidelity account, as it would in a checking account, when you follow these steps: |
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After a successful download of your History data into Quicken®, choose Tools > Accounts List from the Main Menu. |
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Select the investment account to which you'd like to add a linked checking account, then click the Edit button. On the General Information tab on the Account Details window, choose "Yes" to "Show cash in a checking account." |
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Quicken® will prompt you to back up your data file. |
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Once the backup is complete, the linked checking account is created in Quicken® with the same name as your investment account, plus the suffix "Cash." Click the OK button to save your changes. |
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Quicken® converts all transactions in the investment account to their transfer equivalents. For example, "Buy" transactions are converted to "Buy X" transactions, and "Sell" transactions are converted to "Sell X" transactions. |
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