My Pershing portfolio consists of 2 accounts. There is a single p/w for the portfolio and no p/w for the individual accts. TurboTax imports data (1099s and transactions) via NetXInvestor properly for one account but ignores the other. I can view and print tax docs for both accounts from the brokerage and NetXInvestor. This occurred for both the 2021 and 2022 tax years. Would appreciate suggestions.
