First, even though all your tax info comes from National Financial Services and is identified as such on your forms, when attempting to download your 1099's etc., from Fidelity Investments, , make sure you choose "Fidelity Investments" from the dropdown menu. DO NOT choose National Financial Services from the dropdown menu because that will take you to a "WealthScape" screen which asks you for a WealthScape user ID/password. WealthScape is a platform only for Institutional investors. As an individual Investor you do not need it and do not want it. So, to repeat, make sure you choose Fidelity Investments from the dropdown menu and you will be taken to the proper download screen enabling to import your 1099's etc. from Fidelity Investments.
