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February 24, 2023
Question

Fidelity Download

  • February 24, 2023
  • 1 reply
  • 0 views

I have several Fidelity accounts, and I wanted to download data in two stages. So I downloaded data for four accounts first. No problem. Then I downloaded the remaining accounts...DISASTER. It wiped out all the data for the first four accounts! I did the downloads correctly, checking appropriate account boxes. Finally had to enter data manually.  

I now need to go back to Fidelity and download my husband's accounts to our return--different SSN. I fear disaster yet again. This is NOT acceptable. 

    1 reply

    February 24, 2023

    Please follow the workaround here to import with more than one account. 

     

    Please let us know if you need additional assistance. 

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