About Jim Kelly

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Re: Import not pulling in any stock transactions-Fidelity or Vanguar...

Jim Kelly

3

Updated Mar 25, 2026
Re: Import not pulling in any stock transactions-Fidelity or Vanguar...

Jim Kelly

Updated Mar 25, 2026
Re: Vanguard online import keeps saying "success" but then fails to ...

Agree 100%. I block it because I don’t know who or what it was. Turned out that is what prevented the download.

Jim Kelly

Updated Mar 06, 2026
Re: Import not pulling in any stock transactions-Fidelity or Vanguar...

You need to give proper answer. The issue is the prompt after import. You need to allow the popupfor ttd-fdp-01-config to "Allow'

Jim Kelly

2

Updated Mar 25, 2026
Re: TurboTax Desktop says tax forms obtained; but they're not. No e...

@SteamTrain@jaygourleySteam train thank you, I had to dig in a little further. Once you get the 'success' message click on the locked icon and change to allow.

Jim Kelly

1

Updated Feb 08, 2026

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