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Convert a Fidelity Cash Management statement to CSV

Turn a Fidelity Cash Management statement PDF into a clean, reconciliation-ready CSV file in under a minute — no template setup, including many bank formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data → ✓ See the accuracy benchmark →
Drop in your Fidelity Cash Management PDF — get CSV back, reconciliation-ready.
Convert a statement free →
3 free / month · no card · no bank login
Bigger statement? $9 buys 50 pages one-time — no subscription, credits never expire. Get a pack →

How to convert your Fidelity Cash Management statement

  1. Upload the PDF. Drag your Fidelity Cash Management statement into BankTidy. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download CSV. Get a CSV file that's ready for your books.

Why BankTidy handles Fidelity Cash Management statements that other tools miss

Fidelity Cash Management is a brokerage cash-management account whose statements flatten awkwardly into spreadsheets, since the format reflects a brokerage relationship rather than a standard bank statement. Its statements arrange deposits, transfers, and fees their own way and can shift across account types. BankTidy reads the Fidelity Cash Management statement PDF exactly as generated rather than assuming a layout, and it verifies that the transactions it extracts reconcile to the closing balance shown on the statement, so your CSV, Excel, QuickBooks, or Xero export is complete and ready to match against the rest of the client's books.

No template setup. Nothing to configure for Fidelity Cash Management — upload and go.
Reconciled output. The CSV file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.

Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide

Also: Fidelity Cash Management → Excel Fidelity Cash Management → QuickBooks Fidelity Cash Management → Xero Fidelity Cash Management → Google Sheets

Frequently asked questions

Is it safe to convert my Fidelity Cash Management statement?

Yes. You upload a statement you already have — there's no Fidelity Cash Management login and no account linking. Files are processed only to produce your CSV file and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my Fidelity Cash Management statement is scanned or a photo?

Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the CSV output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many Fidelity Cash Management statements can I convert?

Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.

Do I have to subscribe?

No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

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