Fidelity Investment import not working.

[peterm6389]

What cache are you referring to?  The browser?  Does this mean any logins ba e to be cleared even before starting TT?

[NeonNinja]

I downloaded the latest update and it is still on working at all. How did you guys make it work?

[Anonymous]

@NeonNinja 

I believe there are multiple modes of failure when importing tax data from Fidelity (and some other institutions). Can you provide a bit more info describing what you see? Is it a TurboTax for Windows or Mac?

[dogbreth46]

I spent too many hours trying to get this POS to work before I finally entered the data manually (several hours of data entry)....I have no intention of going back to see if the new work around solves the problems.  I think Intuit owes every person on this site, who has made a complaint, a refund.  Although this wouldn't come close to reimbursing me for my time, it would be a step in the right direction

[NeonNinja]

@Anonymous This is in Windows

[Anonymous]

@NeonNinja 

Where does it fail? Are you able to connect to your brokerage account? Do you see the data being downloaded from the brokerage account?

[NeonNinja]

@Anonymous It doesn't show the username and the password fields to connect to Fidelity (the whole thread is related to this issue).

[HeatherPLO]

If you are using the Download/Desktop version, you will need to make sure you have updated your software if you haven't already.  To manually update for Windows, please see the Help Article here.  For Mac, please see this Help Article.  Then, try to link to your brokerage account again.  

@NeonNinja 

[GLUA]

Browser.  It worked fine for my account.  When I wanted to get my wife's account, it kept pulling in my data.

The solution that worked for me was to clear the cache.  That forced a signoff which left me enter my wife's information.

Last year, the program left me switch accounts with no problem.

[NeonNinja]

@HeatherPLO 

It has the latest update. Please check the screenshot.

[Cottonbowl]

@NeonNinja 

On your screenshot, where there's no place to enter user name, click on "continue". Then it will show. A pop-up window will link to fidelity, and then you enter user name.

[Cottonbowl]

My link worked after the 3/31 update.

[NeonNinja]

@Cottonbowl Ahh it brought up the Intuit Sign In window and brought up the screen that you posted and I was able to import. I didn't know why I had to sign in Intuit this time.

[peterm6389]

I didn’t need to clear the cache. Logging out of my account and closing the tab was all I needed. I successfully imported from both my and my wife’s account. 

[tmlmom]

My import is not working. Updated to latest TurboTax version (4/6/2023). Information says data has been imported, however, nothing shows in Turbo. When I go to Fidelity site, the signin is still active. 

Please help.