TurboTax will use an active login to Fidelity in the browser if you are currently logged in. TurboTax will display a Fidelity login screen if there is no current active login to Fidelity in the browser. If I do not have an active login to Fidelity in a browser and TurboTax triggers a Fidelity login screen, then after I enter the Fidelity login credentials and TurboTax imports the tax data, I go to Fidelity.com in the browser and I do NOT have an active login session to Fidelity.
This is what I have found about importing Fidelity investment tax information. I had a tab in my browser with an active login to my Fidelity account. When I triggered the import of tax information from Fidelity, Turbotax opened a tab in the same browser and imported the tax data from the active login to my account. I logged out of Fidelity and logged back into Fidelity under my husbands account in my browser. I then went back to Turbotax and triggered the import of Fidelity data, then TurboTax opened a tab in that same browser and used my husbands active login to Fidelity and then imported his tax data. If I log out of Fidelity and do not have an active login to Fidelity, then TurboTax import of tax information will trigger a Fidelity login screen. I do not find that I have any active Fidelity login session after TurboTax triggers a Fidelity login screen.
