FAQ 2189: Importer: Fidelity CSV file

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

Solution: https://fast.wistia.com/embed/channel/zqh5zdeuhf?wchannelid=zqh5zdeuhf&wmediaid=qsdfmyvhmp Effective 11/10/2025 you will find Fidelity listing on the Importer. Use this import and reference chapter 5 of the DC401k training manual for details. If you are not updated for this release, we recommend getting it to ease the import process. Instructions are located on our website/Downloads/Documentation and you can link into the instructional video above on our Learning channel. Historically: Fidelity created a file to match the Generic Importer. As of 1/2025, some editing in Excel may have been 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