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Fidelity Investments Auto-import not available

Fidelity Investments
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1 Reply
HollyP
Employee Tax Expert

Fidelity Investments Auto-import not available

I assume that you are seeing a successful import screen, but the data is not transferred. If so, this happens if you’ve previously blocked Local Network Access on your browser. In order to successfully import your data you have to allow access. 

 

To allow Local Network Access in Chrome:

Click the View Site Information icon (to the left of the address bar) and then turn on Local Network Access.


 

To allow Local Network Access in Edge:

Follow these instructions


 

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