How do I download my investment account information directly from the provider?

Last year this was straightforward. Cannot find it in the software this year.

posted

Connect with an expert

1 Reply

How do I download my investment account information directly from the provider?

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post