Convert Fidelity Bank Statement to OFX (2026)

Fidelity Investments bank statement PDFs can be converted to OFX (.ofx) in under 30 seconds using bank-statements.co. Upload your Fidelity PDF, and all transactions — dates, descriptions, amounts, and balances — are extracted with 99%+ accuracy into a clean .ofx file ready for import into your accounting software.

Last updated: March 16, 2026 · 3 min read

Convert Your Fidelity Statement to OFX

Upload your Fidelity PDF and get a formatted .ofx file in seconds

Upload Fidelity Statement

256-bit encryption · Files deleted after processing · No credit card required

How do I convert a Fidelity statement to OFX?

The process takes three steps and under 30 seconds. Our AI reads Fidelity's specific PDF format and outputs a properly structured .ofx file.

1
Upload your Fidelity bank statement PDF — drag and drop or click to browse. Works with digital PDFs from online banking and scanned paper statements.
2
AI extracts all transactions — dates, descriptions, debits, credits, and running balances are parsed automatically from your Fidelity statement with 99%+ accuracy.
3
Download your OFX file — get a clean, properly formatted .ofx file ready to import into your software.

What is OFX format and why use it for Fidelity statements?

Open Financial Exchange format, compatible with most accounting software including QuickBooks, Quicken, and Microsoft Money.

Our converter extracts transaction data from your Fidelity PDF statement and outputs a properly formatted .ofx file. All transaction fields — dates, descriptions, amounts, and balances — are preserved in the correct structure for your accounting software.

Why convert Fidelity statements to OFX instead of manual entry?

Manual data entry from Fidelity PDFs typically takes 15-60 minutes per statement and introduces a 2-4% error rate. AI-powered conversion eliminates both problems:

Factor	Manual entry	AI converter
Time per statement	15-60 minutes	~30 seconds
Accuracy	96-98%	99%+
Output format	One at a time	6 formats from one upload

What other formats can I convert Fidelity statements to?

All formats are available from a single upload — no need to re-upload your Fidelity statement:

Fidelity to Excel (.xlsx)Fidelity to CSV (.csv)Fidelity to QBO (.qbo)Fidelity to QIF (.qif)

Frequently Asked Questions

Can I convert Fidelity bank statements to OFX?

Yes. Bank-statements.co converts Fidelity Investments statement PDFs to OFX (.ofx) along with 5 other formats — Excel, CSV, QBO, OFX, QIF — all from a single upload. Transactions are extracted automatically in under 30 seconds with 99%+ accuracy.

How accurate is the Fidelity to OFX conversion?

Our AI achieves 99%+ accuracy for Fidelity statements, extracting transaction dates, descriptions, debit and credit amounts, and running balances. Digital PDFs from online banking give the best results. Scanned documents at 300 DPI or higher also work well via built-in OCR.

Is my Fidelity statement data secure during conversion?

All uploads are encrypted with 256-bit encryption both in transit and at rest. Your Fidelity statement files are processed securely and deleted from our servers after conversion. We never store, share, or access your financial data. The platform is SOC 2 compliant.

Does this work with banks other than Fidelity?

Yes. Our AI converter works with any bank worldwide — over 100 banks are listed on our supported banks page, but the AI reads any bank statement PDF regardless of whether the bank is specifically listed. The same upload-and-convert process works for all financial institutions.

Can I convert scanned Fidelity statements to OFX?

Yes. Our converter includes built-in OCR (Optical Character Recognition) that reads scanned paper statements. For best results, scan at 300 DPI or higher. Digital PDFs from Fidelity's online banking give the highest accuracy since the text is already machine-readable.

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Convert Other Bank Statements to OFX

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