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I currently use Turbo Tax through TRowe Price and would like to convert to Fidelity my current and permanent investment company?
I have been utilizing Turbotax online for years through T. Rowe Price. I retired in 2015 and Fidelity is where all my investment accounts is held. How do I switch from access Turbotax through T. Rowe Price to accessing it through Fidelity and how do I pull the years of tax info from T. Rowe Price to Fidelity Turbotax?
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‎June 3, 2019
11:08 AM