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My Taxes1
Returning Member

Import from Bank or Brokerage

I get the screen to login to Intuit before connecting to my brokerage but the User ID and Password fields are not enterable.  Anyone experiencing this?  Any resolution?

 

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6 Replies
EbonyA
Expert Alumni

Import from Bank or Brokerage

Is it greyed out? are there any error messages being received? can you please provide just a bit more information so that we may adequately assist.

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My Taxes1
Returning Member

Import from Bank or Brokerage

steps:

  1.  Select Company for import (Bank of America or Charles Schwab both have same result.
  2. Press Continue
  3. Screen starting with "First, lets get you signed in securely" appears and I press Sign In button
  4. I get the Sign In screen but UserID, Password fields are greyed out and non enterable.

I've rebooted, reinstalled the software, rebooted, always get the same result.  There are no errors presented to me.

 

Help appreciated!

 

KatrinaLO
Expert Alumni

Import from Bank or Brokerage

Please try a different brower like Microsoft Edge or Google Chrome. We don't know what system you are using, but many people have been successful using Microsoft Edge. If you are still experiencing issues, please let us know the system you are using to better assist you. 

 

@My Taxes1

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My Taxes1
Returning Member

Import from Bank or Brokerage

This is for the desktop software.  Deluxe edition.  I do use Edge and Chrome as browsers but neither one is used for this operation.

pvfsi
Returning Member

Import from Bank or Brokerage

I'm having a similar problem, on Edge (my IT department only lets me use Edge).  When I click on the link to log into Intuit, I just get a blank white box.  This is an attempt to log into Fidelity.

MichelleLO
Expert Alumni

Import from Bank or Brokerage

Please click here to see if the resolution provided by Community member ron1000 can help resolve the issue you're experiencing. 

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