How to import Fidelity trades into a trading journal?

LearnApr 29, 2026
Timothy Cahill

You import Fidelity trades into a trading journal by exporting a CSV of your account history from Fidelity.com and uploading it through your journal's import page. RizeTrade syncs with over 80 brokers, including Interactive Brokers, Charles Schwab, and Fidelity.

In Fidelity, go to Activity & Orders, set your date range, and download the activity report as a CSV.

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