Investment Account Statement Converter — PDF to Excel & CSV

Investment account statements from Fidelity, Schwab, and Vanguard contain dividends, capital gains, and trade history needed for tax preparation. Bank Statement Converter extracts all cash transactions and activity summaries into Excel or CSV for Schedule D and Form 8949 preparation.

Key Benefits

• Captures dividend income, interest, and capital gains distributions
• Works with Fidelity, Schwab, Vanguard, TD Ameritrade, and E*TRADE
• Extracts cash transaction history for brokerage accounts
• Export to CSV for import into tax software like TurboTax
• Useful for Form 8949 and Schedule D preparation

How It Works

1. Step 1: Download your brokerage account PDF statement
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select CSV format (works best for tax software import)
4. Step 4: Download and review transactions for tax reporting

Frequently Asked Questions

Does it work with Fidelity brokerage statements?

Yes. Fidelity account activity and transaction PDFs are supported. The converter extracts cash transactions, dividends, and interest — trade confirmations in separate brokerage transaction PDFs may vary.

Can I use it to prepare Schedule D?

The converter extracts transaction history. For Schedule D, you still need cost basis and acquisition dates, which are best obtained from your broker's 1099-B. Use the converted output as a cross-reference.

Convert an Investment Statement Free