Foreign Assets

Disclaimer: For informational purposes only. Not financial advice. Consult a qualified professional. Learn more

CA working paper only — not a filing-ready Schedule FA export

This tool converts a Fidelity open-lots snapshot into a reconciliation sheet. You still need to complete missing Schedule FA details such as peak balance, period-end closing value, dividends or other income, sale or redemption proceeds, disposed lots, entity address, and account opening or closing dates separately.

If your CA uses FAST-DS or another portal workflow, treat this CSV only as supporting backup.

Income Tax e-Filing help

Prepare your Fidelity file

Fidelity only

1
Open your stock position
Sign in to Fidelity, open the relevant brokerage or stock-plan account, and select the foreign stock position.
2
Open and export lots
Choose “View lots” or “View open lots”, set displayed monetary values to INR, and download the CSV.
3
Upload one security
Upload that CSV below. Each file must contain the open lots for a single foreign company or security.

Upload Fidelity open lots or drag and drop

CSV with values displayed in INR

Currently supported input

Only Fidelity “View open lots” CSV files with values displayed in INR are accepted. Fidelity transaction-history and positions exports, and files from all other providers, are not supported yet.

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