I'm unable to login to any of my Edward Jones accounts via TT. I get an error 'The system did not recognize user id or password'. I know user id and password are good.

Forum|Forum|4 years ago
March 11, 2022
4 replies
61 views

I am able to login to Edward Jones website.

TurboTax Online

MtnTABS

Level 5

When I want to import from Edward Jones, I must first log into my account either on my computer or on my iPad. After I do that, when TurboTax prompts me, I enter Ed
ward Jones from the drop down box and my Consolidated Statement downloads into my Desktop software. I did it a week ago and it worked. I do recall three years ago the first time I tried to import, it did not work and Ed Jones employees determined my password was too complicated so they changed it, helped me over the phone and it has worked the last three years.

EbonyA

Level 13

Please review the FAQ below for assistance with partner import issues. If your issue persists, you may contact support via phone - contact details can be found here.

Can't import 1099

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dhansen227

Level 2

Note: you must login via Microsoft Edge - not Chrome, and perform any multi-factor authentication prior to attempting to import via TurboTax.