Is there any way to download information from two different brokerage accounts (same brokerage) that use the same username and password into TurboTax?

ra64lynde · ‎March 20, 2021

CarissaM · ‎March 22, 2021

If both brokerages are able to be downloaded into Turbo Tax, this would depend on the brokerage institution.

It would be best to reach out to the brokerage institution.

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NCperson · ‎March 22, 2021

did you try it? not sure if it is universal, but Turbo Tax required the account number and the document identification number from the paper tax forms I received for my brokerage firm . I was never asked for the username and password.

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Is there any way to download information from two different brokerage accounts (same brokerage) that use the same username and password into TurboTax?