When I try to import from Fidelity Inv, TT indicates that I need to sign into Intuit, but then I get a blank screen so I can't sign in or connect to Fidelity. Ideas?

Forum|Forum|3 years ago
February 15, 2023
2 replies
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I have tried to reboot the computer, update TT and nothing works. I have used TT for many years and never had this problem. I need this to work to avoid inputting 100s of lines manually!

TurboTax Online

Best answer by ron1000

Broke down and called TT. Representative was really nice but didn't have a real fix. In a few cases he said uninstalling and reinstalling the program has worked and clearing cache and cookies has helped but nothing else. He said he would email me if he ran across a better solution.

I HAVE THE ANSWER....

It's definitely a TT issue and it basically involves the screen resolution and scale. A TT representative gave me the idea of playing with my screen resolution. I usually use a very high resolution so I lowered to 800X600 which created a really large pop-up but it did come through. It still would not allow me to enter the login and password but at least I can see the box. Next I started increasing the resolution to 1280. I then started playing with the scale and the boxes went live when I reduced it from 150% where I usually keep it to 100%. Everything worked and I was able to download my Fidelity transactions.

CassLO

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described below:

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ron1000

I'm having the exact same issue with Fidelity Investments. Get a blank screen when I click on "continue" and attempt to sign into my TurboTax account.

SteamTrain

Employee

All I can suggest is that you make sure that MS Edge is your primary browser, not Chrome or another one.

One person who was using the Brave browser...said they got it to work by turning off the Brave "Shields" (whatever they are)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

LJChang

In my case, the Fidelity Inv. login box did appear, but either there was no typing cursor or the cursor appeared and disappeared. I tried changing to different resolutions, as suggested in this discussion thread, but the result is still the same. Is anybody having similar problems? BTW, I am on macOS Big Sur 11.7.4

MoniqueLO_

Please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@LJChang

LJChang

I figured it out, it was fidelity website compatibility issue. Its login window would appear but wouldn’t allow input cursor on either user-I’d or password box on macOS Big Sur 11.7.4 regardless of resolution. I ended up typing in the information for now.