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Add Investment from Fidelity Overwrites Previous Imports
Hi! I don't think this has happened before. I have imported multiple forms for Fidelity. I want to add in another one that has just become available. When I try to import just that form from Fidelity, it leaves me with JUST that one - the others are gone. Do I have to re-import all of them everytime now? I didn't have to do that in the past.
Thanks
Darol
‎February 17, 2025
6:19 PM