Unable to connect to TD Ameritrade

3 replies
41 views

I entered correct account number and document ID. But it is not connecting.

TurboTax Premier Online

JeanneLO

Level 14

You may need to contact TD Ameritrade to make sure you have third party access authorized for the account.

@padmanabhanv

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padmanabhanvAuthor

Level 2

Thanks for your response. However, the issue is, in the TurboTax form, they are validating if the entered Document ID is "alphanumeric" whereas my Document ID is only "numeric". Therefore, it is giving error message on the TurboTax UI (form) itself to enter the correct Document ID, and not proceeding to connect to TD Ameritrade. Thus, it looks like a validation problem on the TurboTax UI.

EbonyA

Level 13

Please take a look at this thread which seems to be a similar concern but with Charles Schwab; maybe you kind find a possible workaround or solution. Should you need further assistance after the fact, you may contact Turbo Tax support via phone - contact details can be found here.

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