I have been using TT for about twenty years. This year has been incredible painful particularly importing. I have found it difficult to determine if data was correctly imported.I have two Fidelity accounts (one is for my wife's IRA. I could import one but when I tried to import the other it would cycle back to the first. This happened no matter what I did. I got through to customer support with no help. I insisted being put through to tech support. The tech guy pointed me to another option. There is an import option under the file menu that let me import the second account but with duplicates which have to be removed later. Now I find that TT is saying that imports from other institutions are in complete. I haven't figured out what to do about those yet. To me this is a flaw in TT. They have screwed up what used to be a decent program. The only positive is that I got through to customer service & tech support without too much trouble.
The best suggestion I have is to try the import button that you will find in the file menu.
