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After you file
Do you use a VPN?
I think some folks had success if they turned off their VPN temporarily.
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I think that in a prior year, some folks found that if the logged into their brokerage account first, on a separate tab...that it worked then (seems like a wild guess on that though).
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I didn't have any issues with a Fidelity import into Premier Desktop (Windows) on 3 March.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 16, 2025
10:49 AM