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New Member
posted May 30, 2020 7:17:35 AM

When trying to import my brokerage stock sales TT is asking me to sign-in with a "query" and a "token". Does anyone know what that means? My normal sign-in didn't work.

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1 Best answer
Level 13
May 31, 2020 6:15:59 AM

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."

 

1 Replies
Level 13
May 31, 2020 6:15:59 AM

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."