Your Fidelity files
Two files per account: the activity (your trades) and the positions. AlertDesk's Fidelity reading is built from published descriptions and waits for its first real file: anything it doesn't know goes to Needs a look.
Steps
- On fidelity.com: Accounts & Trade → Activity & Orders, choose the account, set the dates, then Download (CSV). A download of several accounts is fine: AlertDesk splits it by account.
- Accounts & Trade → Portfolio → Positions → Download.
- In AlertDesk, Import: drop all the files on the page at once. Choose or make the account for each.
What you should see
- Before saving, the count of trades and other rows; then your positions on Positions.
If it doesn't work
- Rows under Needs a look: a wording AlertDesk hasn't seen from Fidelity yet. They're kept; tell the AlertDesk team what they say.
- Fidelity's realized gain/loss download isn't read yet.