khuiwong
New Member

Business & farm

I have the same problem with Chase.  Was able to get it imported finally.  I logged into Chase account, on the upper left corner, there is that three lines, click that and choose "Security and Privacy".  Then you should see the box for "Linked apps and websites".  Click that and you should see the apps and websites you are sharing.  Expand Intuit TurboxTax and click "Stop sharing data".  Now go back to Turbotax and do the import this time.  When it asks what data to import, I choose to import one at a time, like just Self-Directed for the stock account.  Hope this helps.