Transactions from Fidelity (Fidelity Direktanleger) can be easily imported into Parqet using our Zero-Click Import. First, download the statements from the Fidelity mailbox. Then you can simply drag and drop the statements into Parqet.
Download your transactions from Fidelity (Fidelity Direktanleger)
- Log in to Fidelity.
- Click on "Postfach" (Mailbox) in the center menu.
- Here you'll find your transactions in PDF format.
You can download the desired PDF documents labeled "Fondsabrechnung" (Fund Statement) and "Ausschuettungsmitteilung" (Distribution Notice) as a ZIP file here.
Import your Fidelity transactions into Parqet.
Drag the PDF file into your Parqet Portfolio You can simply import the downloaded files into Parqet via drag-and-drop. Personal data such as your name or account number will not be read.
The transactions are now imported into Parqet. Your Parqet Portfolio analysis updates immediately and you can track your performance, asset allocation, dividends, value development, and so much more.
Frequently Asked Questions
What happens to my personal data? During import, only the activities are read (security, price, shares, date, etc.) - no personal data is stored. The activities are therefore 100% anonymous.
My PDF doesn't work - what can I do?
The Parqet import has been tested with all available PDFs. It's always possible that your PDF contains a special case that hasn't been covered yet. You can anonymize your PDF using this tool and send it to us so we can improve the import.
What happens if I import PDFs from other banks?
Parqet will mark unsupported PDFs and ignore them during import. So you can't do anything wrong. PDFs from other supported banks will be imported normally.
When will other banks be supported?
Parqet should support as many brokers and banks as possible. However, we need PDFs to expand the import. Feel free to send us PDFs from an unsupported broker using this tool. You can censor sensitive data beforehand and we can then expand the import accordingly.
If you have further suggestions, questions, or feedback, please reach out in our community. Every message is read and we'll get back to you as quickly as possible if desired.