In older versions of TT, if you have more than one log in user ID at a financial institution (for example, for your IRA and for your wife's IRA), you used to be able to go through the "Import Transactions" process more than one time to pull the data from each login ID.
But in TT 2023, when you try pulling transactions a second time from the same financial institution, it remembers that you already pulled information from them and it just pulls that same information again. It does not take you to the login screen again where you could log in with a different ID.
Someone found a work around by clicking on the "modify import options" button and de-selecting some of the forms to import. If you do, it will take you to a log in screen where you can log in with your second ID. It will import all the forms available from that financial institution, even if you de-selected a form earlier.
This is not an obvious solution for users to figure out. TT needs to take you to the institution's log in screen every time, even if you have already imported something from that financial institution already.
