Home → General Questions →

Extension: Input Fidelity Investment txns from csv

• Edit

David Greene

09 Mar, 2026 10:30 PM

I am considering moving my investments back to Schwab but I do not like the delay in posting Schwab transactions to MD via Plaid. right now, I have NO DELAYS with Fidelity due the excellent extension called 'input Fidelity Investment txns from csv'. CSV files available anytime you want them. Please tell me there is a similar extension that has been developed that works with Schwab. If so, what is it and how do I get that extension?

Thanks,

1. 1 Posted by dwg on 09 Mar, 2026 10:39 PM

   

   No one has developed an extension for Schwab.

   The closest thing you can get is third party programs that convert CSV files to OFX and/or QIF files.

   • Edit

2. 2 Posted by David L Greene on 09 Mar, 2026 11:05 PM

   

   I am on a Mac. Are there any good mac converters you could recomment?

   • Edit

3. 3 Posted by dtd on 09 Mar, 2026 11:56 PM

   

   in looking over options for fidelity, i think the only product that seemed viable was icreateofx - which i think is windows only.

   which is why the fidelity extension was created, because fidelity is NOT available via Plaid.

   • Edit

4. 4 Posted by dwg on 10 Mar, 2026 12:33 AM

   

   As a Windows and Linux user I am not familiar with macOS software solutions.

   When I was looking at what was available, the only solutions I found that could be worth a look at were for Windows, dtd has mentioned one of them.

   I did not look at any online options as I feel these compromise security and privacy.

   • Edit