You'll need to sign in or create an account to connect with an expert.
I believe the issue here is that that first, at the broker's web site, you have to expressly allow "3rd parties" to access your data. Poke around at the broker's web site to see if you can find this setting or, even easier, just call the broker and ask where this permission is located. I know that at Schwab's site there's a "Security center" and within that Security center there's a section called "Third-Party Access to Account Information."
I believe the issue here is that that first, at the broker's web site, you have to expressly allow "3rd parties" to access your data. Poke around at the broker's web site to see if you can find this setting or, even easier, just call the broker and ask where this permission is located. I know that at Schwab's site there's a "Security center" and within that Security center there's a section called "Third-Party Access to Account Information."
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
jramir23
New Member
munoz124
Level 1
tuxedorose
Level 4
FitWit
Level 2
Macthecaptain
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.