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New Member
posted Mar 11, 2024 7:00:27 PM

brokerage import for fidelity investments not importing

i go thru the steps to import, the app tells me that i'm importing, then it tells me i'm done and i can go back to the tt window. but when i do that, nothing has changed.  the window that initiates the import remains, and there's nothing else to do except use the back button.  i was able to import from t rowe price, but fidelity fails to import.

0 2 1310
2 Replies
Level 15
Mar 12, 2024 7:09:26 AM

This happens occasionally.  Close TurboTax, then try clearing your browser's cache and deleting your cookies.  See the TurboTax Help articles How to clear your cache and How do I delete cookies? for guidance. 

 

Then, close the browser, re-open it, and open TurboTax Online again. 

 

Finally, make sure you're only downloading information from one brokerage at a time.

 

If these suggestions aren't helpful, see the following TurboTax Help articles for potential fixes:

New Member
Mar 13, 2024 7:55:59 AM

I'm using the TT app on my computer, not the online version.

 

I tried your suggestions though. it still didn't import correctly.