Streamlining invocation of Fidelity CSV import

[DukeWeston]

I have used the new Fidelity CSV import a few times now. I had to upgrade to get this feature - so a silver lining for you in the gloom that Fidelity has brought down

It worked correctly, apart from the Roth conversion errors reported by another user on this board. Thanks!

As far as I can see, the new option requires opening a menu and a finicky navigation down two levels of submenu. I would like toolbar icon or shortcut key to invoke it - like Retrieve Transactions has. I assume a shortcut key would be the easiest method for you to implement. Is that feasible?

[Mark]

Hi DukeWeston,

Yes, that would be a good idea. I'll see about that...