In Quicken, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts. In addition, you can get transaction history up to 24 months. If you need assistance please contact Fidelity at 800-544-7931. If your plan allows, you may be able to download your Fidelity 401(k), 403(b), or 457 accounts.
Note: Some transaction types do not appear in the information displayed once you download your account. You can always review your account online or on your regular account statements for an accurate representation of your account history.
In QuickBooks, you can export your transaction history for the last 90 days of transaction history for your personal brokerage accounts. On subsequent downloads, Fidelity will transmit incremental days of new transaction history since the previous download. Therefore, we suggest customers download account information regularly within 90 days period.
If you need assistance please contact Fidelity at 800-544-7931. If your plan allows, you may be able to download your Fidelity 401(k), 403(b), or 457 accounts in Quicken.
Note: Some transaction types do not appear in the information displayed once you download your account. You can always review your account online or on your regular account statements for an accurate representation of your account history.