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Question

issue with downloading mutual fund details from vanguard and fidelity

Forum|Forum|9 months ago
June 6, 2025
1 reply
0 views

Fidelity NetBenefits is not available for data import at this time. Please upload your documents or enter the data manually by clicking Enter a different way. Try again later.(105)

First, make sure your investment firm is an approved import partners as listed out in this link. If the name does not match exactly, it may not be an option that can be imported.

Please also see how do I import my 1099s and what if I can't import my 1099 for more options available to troubleshoot the issue you may be having.

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