How to Import Trades from Fidelity Instructions to TradesViz Step-by-Step Guide

Quick Start

To import your file from Fidelity Instructions, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Fidelity Instructions.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

Fidelity Instructions

Currently Supported:

• Stocks
• Stock Options

1. Log into your Fidelity account.
2. Click on "Accounts & Trade", and select Portfolio. [OR] Click on "Accounts"
3. Click the "Activity & Orders" tab, and expand the History section. [OR] Click on "Hisory"
4. Choose the your preferred export duration time period and click "Go". Note: Please remember Set the sort order to sort by ascending date.
5. Click the download link on the right side of the page and save the CSV.
6. Upload this file by clicking on the "Choose File" box in this page.

Note: Alternative instructions offer a way to import data with timestamp. But you need to import the file on the same day of trading.

Alternative Instructions:

1. Log into your Active Trader Pro platform.
2. Click on "Trade & Orders" and then click "Orders"
3. Right-click anywhere on the new window that popped up and click "Export" in the new menu to export a CSV file.
4. Upload this file by clicking on the "Choose File" box in this page.

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026