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New Member
posted Mar 9, 2025 3:55:36 PM

Import from Etrade

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

0 6 612
6 Replies
Expert Alumni
Mar 9, 2025 5:25:26 PM

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'.


 

New Member
Mar 12, 2025 3:01:45 PM

Still does not work. 

Expert Alumni
Mar 18, 2025 10:03:43 AM

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:

New Member
Mar 18, 2025 3:14:58 PM

I do not use Turbotax online and do not want to. I have turbo tax downloaded on my Mac. It does connect to Etrade. Can anyone from Turbo Tax explain why this is so and make the changes required.

New Member
Mar 18, 2025 3:53:54 PM

I do not use Turbotax online and do not want to. I have turbo tax downloaded on my Mac. It does NOT connect to Etrade. Can anyone from Turbo Tax explain why this is so and make the changes required.

Expert Alumni
Mar 21, 2025 9:09:12 AM

There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.