topic Merrill Edge brokerage data not importing in Get your taxes done using TurboTax

Merrill Edge brokerage data not importing

user17710842770 — Mon, 16 Feb 2026 00:35:50 GMT

I open the import, open my account with user name, password, the page says downloading, then says sucessful, but no data shows up in Turbo tax

Re: Merrill Edge brokerage data not importing

baldietax — Mon, 16 Feb 2026 00:52:48 GMT

there's a browser permission setting needed, see

https://ttlc.intuit.com/community/taxes/discussion/re-brokerage-importing-not-working/01/3779717#M1404925

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363

Re: Merrill Edge brokerage data not importing

FatDave — Thu, 19 Feb 2026 18:35:12 GMT

I am experiencing half of this problem. I have regular brokerage accounts and a Merrill Edge account. I am presented with a list of all my accounts, CMA, Edge, IRA, and ROTH. I check them all or I only check the Edge and try to download. Only the regular CMA brokerage account works. The Edge never downloads. It is available in PDF form inside my ml.com account but I need it to import into TurboTax.

I have calls Merrill and they claim all is prepared and ready for TurboTax to import in my Edge account.