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. Current as of 1/2025, some editing in Excel may be necessary. Confirm only 1 header row to later delete NAME - should be in col. C Cols. J, L , N, O and P should be positive numbers even though they represent negative entries (remove the minus sign if one appears). If one exists, remove any footer row RESAVE AS A CSV FILE -Import using Generic Importer