topic Does the import feature work for fidelity investments? in Get your taxes done using TurboTax

Does the import feature work for fidelity investments?

j5l — Mon, 23 Feb 2026 12:52:11 GMT

import feature opens the fidelity investments but does not import any investment information?

Re: Does the import feature work for fidelity investments?

Bsch4477 — Fri, 10 Feb 2023 16:13:56 GMT

Other Fidelity users have reported the same problem. You might want to just enter the transactions manually.

Re: Does the import feature work for fidelity investments?

j5l — Fri, 10 Feb 2023 16:22:23 GMT

if others have reported the same issue why is this bug not fixed - many users of turbo tax product paid for this import process to work smoothly?

Re: Does the import feature work for fidelity investments?

Bsch4477 — Fri, 10 Feb 2023 23:30:25 GMT

I have not seen this problem mentioned with other financial institutions so the problem might be with Fidelity.

Re: Does the import feature work for fidelity investments?

RH55 — Sat, 11 Feb 2023 19:40:35 GMT

Does not work for me. Scary, because I already put in my password to import and it just sits there. Doesn't spin or act like it is doing anything. I have to back out of it and close the window, again, AFTER leaving my password out there...

Re: Does the import feature work for fidelity investments?

pyrotecnico — Sat, 11 Feb 2023 19:46:08 GMT

That's the truth!

Re: Does the import feature work for fidelity investments?

pyrotecnico — Sat, 11 Feb 2023 19:49:28 GMT

There is a MAJOR issue with TT interfacing with Fidelity. I reported a similar problem a week ago (on the fone with a TT 'support' person). It will log me in and get data - but it never logs off of Fidelity! It appears Fidelity logged TT off about an hour later due to no activity (as Fidelity normally does w=hen you 'do nothing' on the website while you were logged in.)

I don't know where the problem lies - but this is friggin dangerous!