Download Stock & Option Trades From Fidelity

  1. Log into your Fidelity account.
  2. Go to Accounts & Trade and select Portfolio.
  3. Choose one of your Fidelity accounts.
  4. Click on the History on the left panel.
  5. Specify the desired time period for the download.
  6. Click on the Display button.
  7. Click on the Download link on the top right of the page.
  8. Save the download as a .csv file.