Update login information to a financial instituition.

Forum|Forum|2 years ago
February 15, 2024
1 reply
20 views

In previous years I have been able to import data from my financial institution. I have changed my password on my financial institution so now I get a sign on error when I try to import. I have seen that I need to contact my financial institution from other people, but they said they cannot do anything, and it makes sense that it should be stored in my TurboTax account. I cannot find where that information is stored so I can update it.

TurboTax Home & Biz Windows

CatinaT1

Level 15

Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.

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grhoadesAuthor

Level 2

I am not using TurboTax Online, I have it installed on my laptop so I am not sure if clearing the cookies will do anything. I normally use Microsoft Edge and I did clear all the Intuit related cookies. When I went back into TurboTax on my laptop, I typed in the institution line the search bar and selected the institution. I still got the sign on error.