how to download multiple accounts from one institution?

[jwilda]

i thought the site had a procedure

[Mike9241]

assuming they partner with Turbotax, there is no standard among institutions. sometimes you can only import the info from one account at a time. with others you can do all at once if there is some commonality. even the data required to import varies. if they don't partner import is not possible. contact the institution to see if they provide guidance for importing into Turbotax.