Upload Broker Statement

Upload your CSV statement from your foreign broker. All data remains securely in your browser.

Select the year you are filing for.

Select the stock for this statement.

Broker Statement

Drag & drop your broker CSV here, or click to browse

Accepts .csv files only

We will automatically pull historical prices for the selected stock from our offline bundled data to compute Schedule FA Peak and Initial values.

Fidelity Stock Plan Services (SPS)

How to export your CSV