How do I link my investment accounts? the account numbers don't seem to be working.

[shadowwalker588]

My WeBull and M1 Account numbers don't seem to be working. Am I using the wrong numbers maybe?

[CarissaM]

Please follow the instructions here to connect and import your 1099. 

Please let us know if we can assist you further. 

[usandy]

This is new this year, but you must foirst establish an account with TurboTax before the program will let you enter your financial institution ID and password. It is a bit confusing. I had to try several times to create the TurboTax account- once I used a Google suggested password but I didn't copy it and Google forgot it! So I had to ask to change my password again... arrrrrgh! Once you sign in to the TurboTax account, then you can select the financial institution and the import can begin.