If you’re having trouble linking an external account, please check the following:
- Is the web address listed in the search box the same address you use when logging in normally? You can verify this by clicking the url within the search box. See below:
- Is the username and password you’re entering the same username and password you use typically? Verify this by logging in directly to your bank or brokerage on their website.
- Is multi-factor authentication (also known as two-factor authentication) turned on with your account? If so, you might not be able to link the account unless you turn it off.
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