Accelerate your investment accounting with Fidelity to Xero Journal Entry. This Chrome extension allows you or your clients to easily scrape Fidelity brokerage data from HTML statements and export them to a CSV file. The CSV file can then be imported into Xero as a journal entry, saving you time and effort.

With this extension, you can code the statement to Xero G/L accounts once and re-use it each month. This makes Xero not only a personal budgeting tool but also a convenient solution for financial statement preparation.

The extension is capable of scraping various types of data from Fidelity HTML statements, including cash movements, taxable interest and dividends, gains, and nontaxable interest and dividends. This comprehensive data extraction ensures that you have all the necessary information for accurate accounting in Xero.

Improve your investment accounting workflow with Fidelity to Xero Journal Entry. Try it today and streamline your financial processes.