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Level 1
posted Apr 11, 2022 8:11:44 AM

If i don't know the amount?

I used the direct  information transfer from Ameriprise

0 2 365
1 Best answer
Intuit Alumni
Apr 11, 2022 9:23:44 AM

Can you please be more specific so we can assist you? What are you trying to figure out?

@PaulR1234

2 Replies
Intuit Alumni
Apr 11, 2022 9:23:44 AM

Can you please be more specific so we can assist you? What are you trying to figure out?

@PaulR1234

Level 1
Apr 14, 2022 6:31:21 AM

As I recall, I learned I could search and take the time to determine what I commented on.  James was very helpful and in the last few minutes of his guidance, he convinced me that I had reasonable faith in the final result.