FAQ 2189: Importer: Fidelity CSV file

Problem: I see that Fidelity is now offering a CSV for download to import into ASC

Solution: Yes, they have been working on a file to match the Generic Importer. As of 6/24/2024, it needed to be manipulated slightly. Editing in Excel Leave only 1 header row to later delete Insert a column for NAME - At col. C, moving columns over by one. Cols. J, L , N, O and P should be positive numbers even though they represent negative entries (remove the minus sign if one appears). Remove any footer row RESAVE AS A CSV FILE