Apex clearing importing

[rajeevgupta-leo]

So, I have the same problem here in year 2023, trying to put in Account ID and Tax ID (SS) as my password and TT does not allow me to login always reports login incorrect error? please advise on how to fix this? thanks.

Please note that I have tried all the solutions as mentioned in this community thread and none seems to be working for me.

[pp02]

When I had the same problem last year, it resolved automatically after a few weeks. I guess it just takes time for Apex and Turbotax integration to work?

[rajeevgupta-leo]

I hope it gets working sooner, and if this apex has not given 1099 forms yet, could this also be one of the factors adding to this login issue?

[pp02]

That could be a reason. Last year for me it took about a week after the Apex 1099s were released that Turbotax was able to import them. FWIW I tried using other tax solutions to see if the problem was specific to Turbotax, but it wasn't.

[rajeevgupta-leo]

That's good to know. Thanks pp. I would then wait it out to see it working and will update this thread too.

[lawrenceofpa]

I just enter 1099s manually. Then I know it was entered correctly, and it takes about 3 minutes to do.

[tjucla98]

Any updates on this? I tried to import my 2022 info and failed just everyone else. 

[BrandiLO1]

@tjucla98 Have you followed the steps here? If you're still having issues, please click here to contact customer support.

[citibank-import-not-working]

I have successfully imported Firstrade brokerage (aka APEX Clearing) data into Turbotax.

When you first login on your browser into Firstrade, you can search for the Help Center guide on importing into TurboTax: How do I import my 1099 into TurboTax? - Help Center (firstrade.com)

Basically, The TurboTax Import function needs:

1. Login: Your Firstrade 8-Digit Account Number

2. Password: Your SSN.

It was confusing for me at first, thinking I needed to use my regular Firstrade account login and regular password but it's not. 

Hope this helps.

[ijy]

Thank you for this post, it worked beautifully!!! 

[Ambilobe]

This is an old post, but I am not able to connect Apex. I followed the instructions with my account number and social. It says it is incorrect. 

I have a Apex username and password that works on the actual site, but it will not let me update it. 

Any suggestions ?

I'm using Desktop 2025

Thanks 

[Cogswelj]

Experiencing for 2 accounts the same inability to import data to TT from Apex - hopefully TT and/or Apex will resolve this soon after the long week-end when the forms became available (2/15/26).  Entry of "10" before the account # was applicable 2 years ago...  however, neither with nor without the pre-fix results in a successful data transfer at this time.

[Ambilobe]

My forms were available 2.11.2026

Could it be just not available to link until 2.16, or buisness day after?

Thanks

[CatinaT1]

I'm not sure if this is a similar issue but you can try these things:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

@Ambilobe @Cogswelj 

[Cogswelj]

Thanks - there is a chance that the brokerage firm has not yet specifically "released" the import file to TurboTax.  I plan to re-attempt the import at a later, date.