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

shadowwalker588 · ‎February 26, 2023

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

CarissaM · ‎February 27, 2023

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

Please let us know if we can assist you further.

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usandy · ‎February 27, 2023

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.

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