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Level 3
posted Mar 14, 2025 6:37:07 PM

Importing 2 accounts from same brokerage (E*Trade)

0 2 1223
2 Replies
Expert Alumni
Mar 17, 2025 10:21:59 AM

Do you have a specific question or issue while importing your information?

Level 3
Mar 17, 2025 6:04:51 PM

Sorry I didn't ever enter the full question. TT desktop wasn't allowing the second import for my wife's IRA account but it turns out the reason was that 3rd party login wasn't enabled for her account. Now that I enabled that, it will probably work fine.