Is it safe to link my bank and investment accounts by logging in when filing taxes eg using Turbo Tax. How do you provide the info?

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Posting as :
works at
You are currently posting as works at

I have done so and had no issues

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I don't. Your brokerage/bank should issue 1099s with the relevant info to enter manually (e.g. interest or dividend income).

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If you’re very concerned, and typing in the 1099 forms is too difficult, change your brokerage password - then link to turbo tax - and when done change passwords again

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All I had to do was enter the unique document number from the 1099. Easy peasy.

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