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Downloading Brokerage Account Data

Because it is voluminous, I have downloaded brokerage account data from Wells Fargo Advisors to Turbo Tax for many years with no problems until this year.  After I enter my username and password I get a message that the username and password are incorrect. I know they are correct because they work when I use them to log onto Wells Fargo Advisors directly. I think the problem is a result of Wells Fargo Advisors recent requirement for two factor authentication when logging on. After I submit a username and password, Wells Fargo Advisors sends a six digit number to my cell phone. After I enter the number, the logon is complete and I can see and download my data. Is there a way to deal with two factor authentication within Turbo Tax?

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1 Reply
CatinaT1
Employee Tax Expert

Downloading Brokerage Account Data

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes:

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