Fidelity Dividend Tracker

Fidelity is one of the most popular homes for dividend investors, and YieldLens tracks your Fidelity dividends either way. Link your account for automatic sync of positions, transactions, and dividends, or export a CSV and upload it — YieldLens detects the Fidelity format and maps your dividends, buys, sells, and interest into your income history and forecasts.

How to track your Fidelity dividends

1. 1In YieldLens, open the Broker Accounts tab and connect Fidelity for automatic sync.
2. 2Or export a CSV: in Fidelity go to Accounts & Trade > Activity & Orders, set a date range, and download as CSV.
3. 3Upload the file to YieldLens — it auto-detects Fidelity and imports your holdings and transactions.

Good to know

• CSV transaction exports cover up to 18 months at a time; export multiple windows for a longer record.
• Fidelity adds a “Pending Activity” footer row, which YieldLens skips automatically.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.