To import your account information into Quicken® software, follow these steps:
- Go to www.bankwithfidelity.com
- Login to online banking
- Select the account to see the transaction history from the “My Accounts” section
- Select desired date range
- Select "Export"
- Choose the file option. Note: If you do not see the program listed then please choose the CSV file. The CSV file is generic.
- Save the file on your computer
- Pull up the other application such as Quicken.
- Navigate to the import function and upload the file