How do you import information for more than one brokerage account? Turbo imported information for only one of my brokerage accounts with M1 Finance. I have two more.

[johnpsaxon]

I'm using Turbo online. When you have to enter information for all your forms (1099-INT, 1099-DIV, and so on), Turbo allows you to import it for financial institutions. M1 Finance asks for your brokerage account number and a SSN/Tax ID number. Then it imports the information for that brokerage account. But many people have more than one brokerage account. There is no apparent way to import the information for the other accounts. Is there a way to do this? Thank you.

[CatinaT1 · Accepted solution]

Multiple Brokerage Accounts 
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data. 

[johnpsaxon]

You are BRILLIANT!!! Thank you!!!!!! 😀😁😊

[JGordon2]

How do you import data from more than one account at Merrill

[CarissaM]

Please follow the instructions from @CatinaT1 above.@JGordon2

[mollywwilliams]

Same problem -- two accounts at Fidelity, and I can import docs for only one.  Clearing browsing history and cookies doesn't work.  I get a check-mark that says TurboTax has imported my documents.  True enough for one account.  Not possible to get a screen that allows me to enter the log-in info for second account.

[RichieR1]

I cleared cookies and switched to Edge. Partially worked.....I was able to import from the second brokerage account BUT the data from the first account was deleted and replaced by the second account's data. So far, unable to retain the data from two accounts. 

[MichelleLO]

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support. Support will be able to view your return to determine what could be happening with your importing issue.

What is the TurboTax phone number?

@RichieR1 

[ralphbegun]

Cookies solution only picked up one additional form, there are 2 more not getting imported. Unhappy!

[mollywwilliams]

Closing and re-starting TurboTax got me my second form from Fidelity.  Another set of forms from brokerage were imported with no problems.

[RichieR1]

After much trial and error finally solved the problem.

Close and restart TurboTax.

Make sure the data for the first Fidelity account is there. 
Identify your default browser that TurboTax will open to import data from the second account .

Clear all cookies AND cache…..clearing cookies alone will not work. 
Input the login information for the second Fidelity account when TurboTax asks. 
This should work. 

[StillBroken]

In 2022, this is still broken.  We shouldn't have to clear the cache or cookies which hasn't worked for me, in order to import more than one account from the same brokerage.  I am using the Premiere edition of Turbotax.

[EbonyA]

In conjunction with clearing cache and deleting cookies, please also try the tip from the above user RichieR1. If the issue persists, reply here and we will further assist @StillBroken.

[richardmccluskey]

Thanks.

[mfishman99]

This still did not work for me.  I closed TurboTax and restarted after clearing cookies and cache from my chrome session and closed chrome.   I did get the login screen to enter my 2nd account information.   That was a successful login, but when I returned back to TurboTax as the screen says, it still displayed the original account forms to import (which had already been imported from the first time).   :(

Tried Edge also, no luck.   Any other tricks to get this to work?