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#Turbotax numbers password#

If you have more than one account number with a tax form - you will need to add each account individually. If the import was successful, you will see a summary of imported transactions.

#Turbotax numbers password#

Apex Password is your Tax ID (usually your social security number).You can also find this information on your tax form. Click "Settings" and then click "Accounts".

You can find your account number by logging into your M1 Account and click the "Menu" button on the top right-hand side.

Enter your account number in the “Apex User ID" field.

Type “Apex” next to “Financial Institution” and select “Apex Clearing Corporation” from the drop-down.

Under "What's your Financial Institution?" click "Other".

From the Federal Income tab, click “Add” next to Investments, then click “Visit Topic” next to “1099-B Sale of stocks…”.

Your log in credentials will be the following: You will then be presented with a login screen. Select “M1 Finance” and then press “Continue”.Ħ. On the next screen you will need to enter “M1 Finance” into the field “I’m looking for”. You will then connect directly to the financial institution.

Go “Federal”, then select “Wages & Income.”Ĥ.

Click the "Account" tab and you will see your account number below.If you have more than one account number, you will need to go through this process and the TurboTax process for each account. Prior to visiting the TurboTax or H&R Block website - you'll need to find your M1 account number(s). Please make sure to follow the M1 Finance AND TurboTax/H&R Block instructions below. You can seamlessly integrate your M1 Invest Account with TurboTax and H&R Block.