How To Fix “We Are Unable To Import Your Data From Fidelity Investments Please Import One Account At A Time” Error

Are you hitting a wall with the message “We are unable to import your data from Fidelity Investments. Please import one account at a time” error?

It’s a common hiccup that can throw a wrench in your financial tracking or tax filing process, but don’t let it stress you out.

In this article, we’ll tackle this issue head-on, providing you with easy-to-follow solutions. 

How to Fix “we are unable to import your data from fidelity investments please import one account at a time” Error’?

Down below, we have discussed the solution in step-by-step detail.

1. Verify Login Credentials

Ensure that you are using the correct username and password for your Fidelity Investments account.

Incorrect login details are a common cause of import failures.

When verifying login credentials, also make sure that there are no accidental typos or outdated passwords, as these can easily disrupt the data import process.

2. Check for fidelity & tax software Updates

You can address the import error by ensuring that both your tax software and Fidelity accounts are current with the latest updates.

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Software updates can often resolve compatibility issues by incorporating the latest data formats and protocols required for seamless data transfer.

By keeping both systems updated, you enhance their ability to communicate effectively, reducing the likelihood of encountering import errors.

Here are the steps To check for updates on your Fidelity account:

  • Log in to your Fidelity account.
  • Go to the section you wish to update.
  • Follow any update prompts or notifications.
  • For profile updates, select “Update Profile” and edit fields.
  • For beneficiary changes, use Fidelity’s online process.
  • Update other details as needed with the provided tools.

3. Import One Account at a Time

Importing one account at a time can mitigate errors by simplifying the data transfer process, allowing the software to focus on a single data stream.

This method reduces the complexity of the import operation and can help isolate the problem if a particular account is causing the error. 

4. Try Different Times

Due to potential server overload issues, attempting the import at different times, especially during off-peak hours, might improve the chances of a successful import.

Attempting the import during off-peak hours can help avoid times when Fidelity’s servers are under heavy load, which can cause timeouts or other disruptions during the data transfer.

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Additionally, trying at different times of the day ensures that any temporary server maintenance or issues that might be affecting the import process are bypassed, increasing the likelihood of a smooth and error-free experience.

5. Contact Fidelity Support

Reaching out to Fidelity support can provide you with personalized assistance tailored to your specific issue, which can be instrumental in resolving complex import errors.

The support team has access to detailed system information and can guide you through troubleshooting steps that may not be publicly documented.