Fidelity Investments

1099-B CSV Download

Fidelity Investments provides a downloadable CSV file containing your Form 1099-B information.

  1. From "Accounts & Trade" menu, select "Tax Information"
  2. Under 'Tax Forms", click the "View your tax form" link.
  3. In "Other Formats & Info" column, click on "CSV Format”
  4. Save the file to your desktop or other folder on your computer

Open Financial Exchange (OFX) Server

Fidelity Investments hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.

If you have additional or newer information regarding Fidelity Investments downloadable files, please email us at .