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Level 2
March 9, 2025
Question

Import from Etrade

  • March 9, 2025
  • 1 reply
  • 13 views

Import from Etrade brokerage not working. Nothing happens after entering ID and PW. 

    1 reply

    Level 12
    March 10, 2025

    If you're using TurboTax Online, first, be sure to clear your  Cache and Cookies between attempts. ‌When you type in E*Trade on the bank name, double-click E*Trade from Morgan Stanley in the search results below. You should then get a Sign In link.  Make sure you check your broker account to be sure you enable 'third party sharing'.


     

    Level 2
    March 12, 2025

    Still does not work. 

    CatinaT1
    Level 15
    March 18, 2025

    If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anti-Virus is turned off.

     

    See the following TurboTax Help articles for potential fixes:

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