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Level 1
posted Feb 10, 2023 6:18:26 AM

Does the import feature work for fidelity investments?

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

0 6 438
6 Replies
Level 15
Feb 10, 2023 8:13:56 AM

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

Level 1
Feb 10, 2023 8:22:23 AM

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?

Level 15
Feb 10, 2023 3:30:25 PM

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

Level 2
Feb 11, 2023 11:40:35 AM

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...

Level 3
Feb 11, 2023 11:46:08 AM

That's the truth!

Level 3
Feb 11, 2023 11:49:28 AM

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!