Web Import

General Procedure:
  1. Log on to your Fidelity Investments account.
    Click on Accounts & Trade and select Portfolio
  2. From the Select Action drop down dialog box select History.
  3. Select the appropriate Time Period and click the Display History button.
    (Make sure the Sort Order is by Date)
  4. Use Edit, Select All (Ctrl-A shortcut) to select the entire page.
    ... or ...
    Use your mouse to select the report table.
    Please make sure you select the field name header line.
    For tips on selecting a report table with your mouse see: Selecting a report table with your mouse
  5. Copy the report data to the Windows clipboard
    Edit, Copy (or Ctrl-C shortcut).
  6. Run TradeLog.
  7. Click on the Fidelity Imp speed button and a popup dialog box will ask whether you want to import using brokerConnect or to import from the Web. Click NO to import from the web.
    Note: If you already selected a default method of importing when creating your file, this box will not appear. Please move on to the next step.
  8. Your trades will be automatically imported and matched.