So, I was able to link Fidelity accounts and the forms that were available by 2/2/2026 were auto-import just fine.
However, as new forms have become available those are not automatically auto-import. In fact, my both linked fidelity accounts are marked as "auto-import not available"
I'm afraid that I need to delete the imported forms, unlink the Fidelity accounts, and do it again when all forms are available. This is tremendously unproductive.
Does anyone have a solution to Fidelity forms are auto-import as new forms come available?
