Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 6, 2021 9:18:16 AM

Why cant i import stock acct data from td ameritrade or ally financial if have all the required passwords and account data. robinhood and schwab work

0 2 351
2 Replies
Level 15
May 6, 2021 9:50:30 AM

Hard to know...

 

Have heard reports that :

1)  2-factor authentication doesn't work, so that may need to be turned off first.

______________

or

...you might try changing those passwords to something simpler at the source, and then trying  (then change them back tomorrow.....not sure if the companies object to changing too often).

 

Have heard reports that:

2)  some special characters can't be used...like ""   (but I have no idea which ones won't work)

Level 15
May 6, 2021 1:14:29 PM

call the FI's for assistance. they usually can tell you why you're having problems and how to resolve the issues.