@ jtr111 wrote:
Wells Fargo Clearing Services doesn't take my WF Advisor user name & pwd
If the instructions on how to import into TurboTax in that Wells Fargo Advisors FAQ don't work for you, then you may have to call WFA if you're having difficulty with your username and password. There is something to check. however. The instructions in the FAQ linked above does say the following.
"If your Wells Fargo Advisors password includes a special character (such as #, $, etc.), TurboTax® may not accept your valid WFA password."
So if you have a special character, change your WFA password to not include one. After you import your data, you can change your WFA password back to whatever you want.
