How to download my brokerage accounts
How to download my brokerage accounts
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#1 Posted by giovanni gianne... on 11 Feb, 2026 01:46 AM
how I download my portfolio from Fidelity
#2 Posted by dwg on 11 Feb, 2026 01:51 AM
It depends on a few factors
- Institutions often provide downloads in the form of OFX/QFX or QIF files.
- If you are in the U.S. your institution may support the Direct Connect protocol enabling you to get automatic downloads.
- If in North America the aggregator that Moneydance uses (as an extra paid for service) may provide for automatic downloads.
Fidelity are a problem see the following thread for what is happening there in terms of the problem, what Moneydance is trying to do to regain access, and a user created extension to import CSV files with investment information in them:
https://infinitekind.tenderapp.com/discussions/general-questions/249501-fidelity-access
System closed this discussion on 13 May, 2026 02:00 AM.