Importing Scottrade Bank Information into TurboTax

Scottrade Bank provides you with the option to import your account information into TurboTax®.

To get started, follow the steps below:

  1. Open TurboTax®.
  2. When prompted for your bank information, select Scottrade, Inc.
  3. Enter your Scottrade brokerage ID and password. Click Continue.
  4. Click Done.

Your Scottrade brokerage and Scottrade bank information will automatically be imported.

Scottrade does not provide tax advice. The material in this article is for informational purposes only. Please consult your tax or legal advisor(s) for questions concerning your personal tax or financial situation. Scottrade and Intuit are not affiliated.