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Investors & landlords
@narun I am surprised you were not able to do any import from all those institutions. I was able to successfully get TT to import from Vanguard, Schwab, Ally and even a Fidelity account involving about 100 stock sales (1099B). It only failed for a Fidelity account with 2,067 stock transactions.
I too am disappointed they did not fix this in their latest update. Given how long this has been going on, it is:
1) a low priority issue, as the import is working for some Fidelity customers
2) they do not have the technical expertise to fix the problem
March 23, 2023
9:24 AM