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New Member
posted May 9, 2020 12:45:28 PM

I need myWealthScape Investor ID and password is . I want to download my info to TurboTax

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5 Replies
Level 15
May 9, 2020 12:52:59 PM

TurboTax would not be able to get that for you. You must go to WealthScape's web site to get it. 

New Member
Mar 12, 2021 12:28:46 PM

i know my wealthscape id and password but cannot locate download information

Intuit Alumni
Mar 12, 2021 12:39:34 PM

@donptr3606 Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import. Please see the TurboTax Articles below for more information:

Level 1
Apr 23, 2021 2:48:11 PM

by that, i think you mean that Wealthscape isn't on the dropdown menu of institutions from which you can download. i can't find it either.

Expert Alumni
Apr 28, 2021 8:30:14 AM

If you cannot find your financial institution in the list of partners, then you will need to enter the information by typing it in yourself instead of importing it.  Importing the documents is not required.

 

If you are using TurboTax Online, click the box that says Change how I enter my form.  Then, on the next screen click I'll type it in myself.

 

If you are using a CD/downloaded version of TurboTax, you can select I'll type it in myself.

 

 

@ktaormina